Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $43,380 | $102,429-57.6% | $147,096-70.5% | $80,925-46.4% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 17.92% | 135.02%-117.1pp | 419.75%-401.8pp | 35.65%-17.7pp |
| Employer contribution / active EE | $5,206 | $3,716+40.1% | $4,936+5.5% | $2,756+88.9% |
| Participant deferral / active EE | $17,358 | $6,649+161.1% | $8,071+115.1% | $4,299+303.8% |
| Admin fee / account holder | $527 | $7,957-93.4% | $13,005-96.0% | $6,940-92.4% |