Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,969 | $178,174-84.3% | $156,181-82.1% | $137,256-79.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.69% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,487 | $4,972-70.1% | $4,294-65.4% | $4,156-64.2% |
| Participant deferral / active EE | $5,867 | $6,888-14.8% | $6,132-4.3% | $6,407-8.4% |
| Admin fee / account holder | $1,523 | $17,404-91.3% | $14,586-89.6% | $12,270-87.6% |