Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,632 | $88,702-90.3% | $81,780-89.4% | $145,978-94.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 23.03% | 1029.12%-1006.1pp | 776.27%-753.2pp | 550.52%-527.5pp |
| Employer contribution / active EE | $1,018 | $3,084-67.0% | $2,914-65.1% | $4,662-78.2% |
| Participant deferral / active EE | $3,755 | $4,645-19.2% | $4,321-13.1% | $6,690-43.9% |
| Admin fee / account holder | $1,517 | $8,414-82.0% | $7,384-79.5% | $13,400-88.7% |