Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,369 | $29,319-40.8% | $52,425-66.9% | $82,448-78.9% |
| Participation rate | 82.8% | 46.9%+35.9pp | 55.6%+27.1pp | 68.1%+14.7pp |
| Annual return | 21.15% | 535.20%-514.1pp | 302.12%-281.0pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,620 | $586+176.3% | $914+77.2% | $2,551-36.5% |
| Participant deferral / active EE | $2,657 | $1,171+126.9% | $1,790+48.4% | $4,139-35.8% |
| Admin fee / account holder | $2,427 | $1,962+23.7% | $2,495-2.7% | $7,234-66.5% |