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 | $25,432 | $104,953-75.8% | $84,637-70.0% | $152,909-83.4% |
| Participation rate | 94.7% | 74.8%+19.9pp | 68.2%+26.5pp | 82.5%+12.3pp |
| Annual return | 19.77% | 373.94%-354.2pp | 258.82%-239.1pp | 345.46%-325.7pp |
| Employer contribution / active EE | $2,235 | $3,304-32.4% | $2,653-15.8% | $4,764-53.1% |
| Participant deferral / active EE | $6,356 | $4,691+35.5% | $3,900+63.0% | $5,851+8.6% |
| Admin fee / account holder | $1,633 | $6,244-73.9% | $4,914-66.8% | $11,601-85.9% |