Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,450 | $70,684-71.1% | $169,397-87.9% | $75,177-72.8% |
| Participation rate | 91.2% | 64.8%+26.4pp | 77.2%+14.1pp | 67.2%+24.0pp |
| Annual return | 45.98% | 36.38%+9.6pp | 406.23%-360.3pp | 160.75%-114.8pp |
| Employer contribution / active EE | $3,409 | $2,211+54.2% | $4,013-15.0% | $2,671+27.6% |
| Participant deferral / active EE | $6,836 | $4,310+58.6% | $6,223+9.8% | $4,126+65.7% |
| Admin fee / account holder | $555 | $5,404-89.7% | $9,017-93.8% | $5,651-90.2% |