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 | $11,317 | $108,882-89.6% | $96,754-88.3% | $154,746-92.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 70.3%+20.6pp | 80.7%+10.2pp |
| Annual return | 22.94% | 98.39%-75.5pp | 82.04%-59.1pp | 172.34%-149.4pp |
| Employer contribution / active EE | $1,534 | $3,018-49.2% | $2,679-42.8% | $4,379-65.0% |
| Participant deferral / active EE | $2,798 | $5,323-47.4% | $4,758-41.2% | $6,730-58.4% |
| Admin fee / account holder | $2,299 | $10,200-77.5% | $8,905-74.2% | $14,365-84.0% |