Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,471 | $111,535-79.0% | $105,223-77.7% | $137,256-82.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 20.22% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,773 | $3,939-29.6% | $3,689-24.8% | $4,156-33.3% |
| Participant deferral / active EE | $3,735 | $5,500-32.1% | $5,072-26.4% | $6,407-41.7% |
| Admin fee / account holder | $1,072 | $9,721-89.0% | $8,859-87.9% | $12,270-91.3% |