Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,666 | $160,028-89.0% | $147,080-88.0% | $145,884-87.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.25% | 98.60%-82.3pp | 420.17%-403.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,414 | $5,286-73.3% | $4,933-71.3% | $4,662-69.7% |
| Participant deferral / active EE | $3,643 | $8,422-56.7% | $8,066-54.8% | $6,690-45.5% |
| Admin fee / account holder | $407 | $15,030-97.3% | $12,989-96.9% | $13,392-97.0% |