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 | $18,542 | $148,623-87.5% | $135,974-86.4% | $139,466-86.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.84% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $2,737 | $5,246-47.8% | $4,859-43.7% | $4,754-42.4% |
| Participant deferral / active EE | $6,216 | $8,103-23.3% | $7,760-19.9% | $6,712-7.4% |
| Admin fee / account holder | $2,939 | $12,406-76.3% | $10,767-72.7% | $11,409-74.2% |