Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,767 | $110,093-91.1% | $97,295-90.0% | $145,897-93.3% |
| Participation rate | 86.7% | 75.9%+10.8pp | 72.7%+14.0pp | 80.3%+6.4pp |
| Annual return | 11.60% | 244.76%-233.2pp | 75.62%-64.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,591 | $3,077-15.8% | $2,723-4.8% | $4,663-44.4% |
| Participant deferral / active EE | $1,469 | $4,678-68.6% | $4,264-65.5% | $6,689-78.0% |
| Admin fee / account holder | $301 | $6,212-95.1% | $5,646-94.7% | $13,390-97.7% |