Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,494 | $107,941-80.1% | $91,994-76.6% | $152,897-85.9% |
| Participation rate | 70.8% | 81.2%-10.4pp | 78.6%-7.8pp | 82.5%-11.6pp |
| Annual return | 21.38% | 89.28%-67.9pp | 69.04%-47.7pp | 345.43%-324.0pp |
| Employer contribution / active EE | $2,924 | $4,212-30.6% | $3,453-15.3% | $4,764-38.6% |
| Participant deferral / active EE | $7,755 | $6,366+21.8% | $5,924+30.9% | $5,851+32.5% |
| Admin fee / account holder | $5,310 | $10,521-49.5% | $7,744-31.4% | $11,599-54.2% |