Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,574 | $100,203-77.5% | $85,240-73.5% | $145,897-84.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.59% | 84.28%-66.7pp | 66.75%-49.2pp | 552.29%-534.7pp |
| Employer contribution / active EE | $3,732 | $3,242+15.1% | $2,735+36.4% | $4,663-20.0% |
| Participant deferral / active EE | $5,472 | $5,299+3.3% | $4,527+20.9% | $6,689-18.2% |
| Admin fee / account holder | $2,044 | $7,265-71.9% | $6,165-66.8% | $13,390-84.7% |