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 | $10,736 | $27,943-61.6% | $58,507-81.6% | $75,177-85.7% |
| Participation rate | 94.1% | 38.8%+55.3pp | 50.9%+43.2pp | 67.2%+26.9pp |
| Annual return | 18.41% | 44.22%-25.8pp | 4252.32%-4233.9pp | 160.75%-142.3pp |
| Employer contribution / active EE | $2,909 | $670+334.4% | $1,053+176.2% | $2,671+8.9% |
| Participant deferral / active EE | $1,264 | $1,202+5.2% | $1,922-34.2% | $4,126-69.4% |
| Admin fee / account holder | $1,163 | $1,727-32.6% | $2,486-53.2% | $5,651-79.4% |