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 | $6,024 | $70,121-91.4% | $63,803-90.6% | $138,895-95.7% |
| Participation rate | 86.7% | 77.2%+9.5pp | 72.7%+14.0pp | 79.9%+6.7pp |
| Annual return | 19.85% | 946.48%-926.6pp | 543.72%-523.9pp | 145.39%-125.5pp |
| Employer contribution / active EE | $816 | $2,882-71.7% | $2,532-67.8% | $4,194-80.6% |
| Participant deferral / active EE | $1,115 | $4,535-75.4% | $3,843-71.0% | $6,396-82.6% |
| Admin fee / account holder | $969 | $6,738-85.6% | $5,196-81.4% | $12,562-92.3% |