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 | $20,295 | $175,257-88.4% | $149,717-86.4% | $139,456-85.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 19.80% | 166.70%-146.9pp | 134.41%-114.6pp | 373.45%-353.7pp |
| Employer contribution / active EE | $3,059 | $5,477-44.1% | $4,820-36.5% | $4,753-35.6% |
| Participant deferral / active EE | $7,635 | $6,521+17.1% | $5,682+34.4% | $6,711+13.8% |
| Admin fee / account holder | $6,767 | $16,156-58.1% | $13,213-48.8% | $11,407-40.7% |