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 | $28,631 | $28,6240% | $53,647-46.6% | $82,637-65.4% |
| Participation rate | 92.3% | 47.3%+45.0pp | 56.3%+36.0pp | 68.1%+24.3pp |
| Annual return | 19.82% | 664.98%-645.2pp | 358.33%-338.5pp | 53.51%-33.7pp |
| Employer contribution / active EE | $2,228 | $637+249.9% | $962+131.6% | $2,552-12.7% |
| Participant deferral / active EE | $1,184 | $1,196-1.0% | $1,813-34.7% | $4,126-71.3% |
| Admin fee / account holder | $977 | $2,022-51.7% | $2,460-60.3% | $7,339-86.7% |