Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,508 | $115,780-58.1% | $101,255-52.1% | $158,931-69.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.80% | 56.14%-38.3pp | 46.48%-28.7pp | 302.86%-285.1pp |
| Employer contribution / active EE | $9,015 | $4,175+115.9% | $3,660+146.3% | $4,761+89.3% |
| Participant deferral / active EE | $6,377 | $4,958+28.6% | $4,370+45.9% | $5,982+6.6% |
| Admin fee / account holder | $1,231 | $7,246-83.0% | $5,946-79.3% | $11,247-89.1% |