Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,483 | $114,119-81.2% | $107,187-80.0% | $138,895-84.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 23.22% | 273.21%-250.0pp | 204.55%-181.3pp | 145.39%-122.2pp |
| Employer contribution / active EE | $2,200 | $4,059-45.8% | $3,782-41.8% | $4,194-47.6% |
| Participant deferral / active EE | $2,786 | $5,538-49.7% | $5,096-45.3% | $6,396-56.4% |
| Admin fee / account holder | $585 | $10,024-94.2% | $9,162-93.6% | $12,562-95.3% |