Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,258 | $125,193-83.0% | $105,591-79.9% | $145,978-85.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.81% | 225.53%-212.7pp | 116.43%-103.6pp | 550.52%-537.7pp |
| Employer contribution / active EE | $2,639 | $3,718-29.0% | $3,166-16.6% | $4,662-43.4% |
| Participant deferral / active EE | $2,156 | $5,708-62.2% | $5,008-56.9% | $6,690-67.8% |
| Admin fee / account holder | $518 | $17,277-97.0% | $11,024-95.3% | $13,400-96.1% |