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 | $19,735 | $108,882-81.9% | $96,754-79.6% | $154,746-87.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 51.87% | 98.39%-46.5pp | 82.04%-30.2pp | 172.34%-120.5pp |
| Employer contribution / active EE | $2,374 | $3,018-21.3% | $2,679-11.4% | $4,379-45.8% |
| Participant deferral / active EE | $6,799 | $5,323+27.7% | $4,758+42.9% | $6,730+1.0% |
| Admin fee / account holder | $2,454 | $10,200-75.9% | $8,905-72.4% | $14,365-82.9% |