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 | $23,421 | $88,672-73.6% | $105,223-77.7% | $82,448-71.6% |
| Participation rate | 96.2% | 67.9%+28.2pp | 75.0%+21.1pp | 68.1%+28.1pp |
| Annual return | 18.33% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $9,615 | $3,048+215.5% | $3,689+160.7% | $2,551+276.9% |
| Participant deferral / active EE | $3,163 | $4,036-21.6% | $5,072-37.6% | $4,139-23.6% |
| Admin fee / account holder | $831 | $7,146-88.4% | $8,859-90.6% | $7,234-88.5% |