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 | $22,011 | $183,516-88.0% | $155,534-85.8% | $145,884-84.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.58% | 61.43%-48.8pp | 64.92%-52.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,339 | $5,315-74.8% | $4,675-71.4% | $4,662-71.3% |
| Participant deferral / active EE | $2,061 | $6,467-68.1% | $5,630-63.4% | $6,690-69.2% |
| Admin fee / account holder | $1,001 | $19,293-94.8% | $15,900-93.7% | $13,392-92.5% |