Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,394 | $111,787-80.9% | $93,681-77.2% | $145,978-85.3% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 20.15% | 203.52%-183.4pp | 133.47%-113.3pp | 550.52%-530.4pp |
| Employer contribution / active EE | $1,227 | $3,093-60.3% | $2,422-49.4% | $4,662-73.7% |
| Participant deferral / active EE | $7,382 | $4,918+50.1% | $4,415+67.2% | $6,690+10.4% |
| Admin fee / account holder | $456 | $10,256-95.6% | $8,290-94.5% | $13,400-96.6% |