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 | $16,589 | $111,535-85.1% | $105,223-84.2% | $137,256-87.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 31.42% | 237.85%-206.4pp | 180.65%-149.2pp | 220.34%-188.9pp |
| Employer contribution / active EE | $2,501 | $3,939-36.5% | $3,689-32.2% | $4,156-39.8% |
| Participant deferral / active EE | $5,210 | $5,500-5.3% | $5,072+2.7% | $6,407-18.7% |
| Admin fee / account holder | $5,983 | $9,721-38.5% | $8,859-32.5% | $12,270-51.2% |