Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,592 | $98,776-73.1% | $149,745-82.2% | $79,856-66.7% |
| Participation rate | 88.7% | 75.8%+12.9pp | 82.5%+6.2pp | 69.6%+19.0pp |
| Annual return | 20.67% | 27.38%-6.7pp | 276.72%-256.1pp | 31.71%-11.0pp |
| Employer contribution / active EE | $8,964 | $3,217+178.6% | $4,646+93.0% | $2,471+262.7% |
| Participant deferral / active EE | $2,677 | $5,681-52.9% | $6,843-60.9% | $3,741-28.4% |
| Admin fee / account holder | $2,153 | $6,053-64.4% | $9,312-76.9% | $5,306-59.4% |