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 | $22,057 | $118,877-81.4% | $96,570-77.2% | $167,536-86.8% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 21.15% | 50.50%-29.4pp | 37.79%-16.6pp | 478.82%-457.7pp |
| Employer contribution / active EE | $2,553 | $3,121-18.2% | $2,357+8.3% | $4,839-47.2% |
| Participant deferral / active EE | $4,558 | $4,617-1.3% | $3,849+18.4% | $6,342-28.1% |
| Admin fee / account holder | $2,004 | $8,069-75.2% | $6,182-67.6% | $12,315-83.7% |