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 | $21,051 | $110,410-80.9% | $102,437-79.5% | $145,897-85.6% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 16.08% | 24.85%-8.8pp | 24.95%-8.9pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,937 | $4,217-30.3% | $3,871-24.1% | $4,663-37.0% |
| Participant deferral / active EE | $7,770 | $5,622+38.2% | $5,060+53.6% | $6,689+16.2% |
| Admin fee / account holder | $4,614 | $9,745-52.7% | $8,388-45.0% | $13,390-65.5% |