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 | $27,474 | $107,363-74.4% | $92,909-70.4% | $152,897-82.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.06% | 145.63%-127.6pp | 109.44%-91.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $2,022 | $4,222-52.1% | $3,653-44.6% | $4,764-57.5% |
| Participant deferral / active EE | $1,338 | $4,848-72.4% | $4,238-68.4% | $5,851-77.1% |
| Admin fee / account holder | $1,196 | $7,082-83.1% | $5,795-79.4% | $11,599-89.7% |