Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,377 | $70,366-76.7% | $66,674-75.4% | $138,895-88.2% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 23.76% | 386.41%-362.7pp | 321.24%-297.5pp | 145.39%-121.6pp |
| Employer contribution / active EE | $1,384 | $2,765-49.9% | $2,620-47.2% | $4,194-67.0% |
| Participant deferral / active EE | $3,202 | $4,374-26.8% | $4,084-21.6% | $6,396-49.9% |
| Admin fee / account holder | $525 | $5,262-90.0% | $5,098-89.7% | $12,562-95.8% |