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 | $58,120 | $100,895-42.4% | $90,430-35.7% | $158,950-63.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.79% | 1725.54%-1714.8pp | 1293.73%-1282.9pp | 302.91%-292.1pp |
| Employer contribution / active EE | $6,149 | $3,689+66.7% | $3,262+88.5% | $4,762+29.1% |
| Participant deferral / active EE | $4,170 | $4,347-4.1% | $3,963+5.2% | $5,983-30.3% |
| Admin fee / account holder | $2,027 | $6,505-68.8% | $5,613-63.9% | $11,248-82.0% |