Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,656 | $157,296-85.0% | $141,191-83.2% | $152,897-84.5% |
| Participation rate | 70.8% | 84.8%-14.0pp | 82.5%-11.6pp | 82.5%-11.6pp |
| Annual return | 254.20% | 64.34%+189.9pp | 71.41%+182.8pp | 345.43%-91.2pp |
| Employer contribution / active EE | $1,789 | $5,262-66.0% | $4,736-62.2% | $4,764-62.5% |
| Participant deferral / active EE | $2,662 | $7,111-62.6% | $6,710-60.3% | $5,851-54.5% |
| Admin fee / account holder | $625 | $12,125-94.8% | $10,264-93.9% | $11,599-94.6% |