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 | $26,565 | $29,319-9.4% | $52,425-49.3% | $82,448-67.8% |
| Participation rate | 97.1% | 46.9%+50.3pp | 55.6%+41.5pp | 68.1%+29.1pp |
| Annual return | 21.66% | 535.20%-513.5pp | 302.12%-280.5pp | 41.64%-20.0pp |
| Employer contribution / active EE | $2,139 | $586+264.7% | $914+134.0% | $2,551-16.1% |
| Participant deferral / active EE | $3,768 | $1,171+221.6% | $1,790+110.4% | $4,139-9.0% |
| Admin fee / account holder | $767 | $1,962-60.9% | $2,495-69.2% | $7,234-89.4% |