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 | $22,435 | $29,670-24.4% | $56,054-60.0% | $80,911-72.3% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 21.78% | 35.24%-13.5pp | 1705.95%-1684.2pp | 35.63%-13.9pp |
| Employer contribution / active EE | $2,868 | $670+328.3% | $1,039+176.1% | $2,756+4.1% |
| Participant deferral / active EE | $1,971 | $1,227+60.7% | $1,952+1.0% | $4,297-54.1% |
| Admin fee / account holder | $488 | $2,431-79.9% | $2,822-82.7% | $6,935-93.0% |