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 | $29,617 | $28,624+3.5% | $53,647-44.8% | $82,637-64.2% |
| Participation rate | 82.1% | 47.3%+34.8pp | 56.3%+25.8pp | 68.1%+14.0pp |
| Annual return | 23.99% | 664.98%-641.0pp | 358.33%-334.3pp | 53.51%-29.5pp |
| Employer contribution / active EE | $1,418 | $637+122.8% | $962+47.4% | $2,552-44.4% |
| Participant deferral / active EE | $2,762 | $1,196+130.9% | $1,813+52.4% | $4,126-33.0% |
| Admin fee / account holder | $555 | $2,022-72.6% | $2,460-77.5% | $7,339-92.4% |