Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $59,140 | $157,296-62.4% | $141,191-58.1% | $152,897-61.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 62.00% | 64.34%-2.3pp | 71.41%-9.4pp | 345.43%-283.4pp |
| Employer contribution / active EE | $18,830 | $5,262+257.8% | $4,736+297.6% | $4,764+295.3% |
| Participant deferral / active EE | $3,715 | $7,111-47.7% | $6,710-44.6% | $5,851-36.5% |
| Admin fee / account holder | $6,284 | $12,125-48.2% | $10,264-38.8% | $11,599-45.8% |