Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,997 | $72,071-69.5% | $68,368-67.8% | $137,256-84.0% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 22.30% | 353.14%-330.8pp | 292.57%-270.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,123 | $2,788+12.0% | $2,649+17.9% | $4,156-24.9% |
| Participant deferral / active EE | $5,007 | $4,410+13.5% | $4,123+21.5% | $6,407-21.8% |
| Admin fee / account holder | $357 | $5,336-93.3% | $5,150-93.1% | $12,270-97.1% |