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 | $21,616 | $70,684-69.4% | $169,390-87.2% | $75,173-71.2% |
| Participation rate | 96.2% | 64.8%+31.4pp | 77.2%+19.0pp | 67.2%+29.0pp |
| Annual return | 26.62% | 36.38%-9.8pp | 406.07%-379.5pp | 160.72%-134.1pp |
| Employer contribution / active EE | $1,317 | $2,211-40.4% | $4,013-67.2% | $2,671-50.7% |
| Participant deferral / active EE | $2,406 | $4,310-44.2% | $6,222-61.3% | $4,126-41.7% |
| Admin fee / account holder | $842 | $5,404-84.4% | $9,015-90.7% | $5,651-85.1% |