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 | $24,197 | $160,070-84.9% | $147,117-83.6% | $145,897-83.4% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 11.92% | 98.69%-86.8pp | 420.54%-408.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,503 | $5,285-52.6% | $4,932-49.3% | $4,663-46.3% |
| Participant deferral / active EE | $3,887 | $8,419-53.8% | $8,065-51.8% | $6,689-41.9% |
| Admin fee / account holder | $1,134 | $15,035-92.5% | $12,993-91.3% | $13,390-91.5% |