Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,501 | $208,088-86.3% | $186,193-84.7% | $154,746-81.6% |
| Participation rate | 86.7% | 80.0%+6.7pp | 77.1%+9.6pp | 80.7%+6.0pp |
| Annual return | 22.03% | 89.97%-67.9pp | 78.03%-56.0pp | 172.34%-150.3pp |
| Employer contribution / active EE | $21,124 | $4,340+386.7% | $3,918+439.1% | $4,379+382.4% |
| Participant deferral / active EE | $27,451 | $7,078+287.8% | $6,513+321.5% | $6,730+307.9% |
| Admin fee / account holder | $16,594 | $11,698+41.8% | $11,058+50.1% | $14,365+15.5% |