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 | $28,105 | $106,864-73.7% | $147,318-80.9% | $82,637-66.0% |
| Participation rate | 86.9% | 75.5%+11.4pp | 82.1%+4.8pp | 68.1%+18.9pp |
| Annual return | 489.85% | 27.49%+462.4pp | 70.43%+419.4pp | 53.51%+436.3pp |
| Employer contribution / active EE | $3,825 | $3,417+12.0% | $4,593-16.7% | $2,552+49.9% |
| Participant deferral / active EE | $7,656 | $6,496+17.9% | $7,906-3.2% | $4,126+85.5% |
| Admin fee / account holder | $1,419 | $8,415-83.1% | $13,708-89.6% | $7,339-80.7% |