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 | $46,035 | $171,492-73.2% | $150,734-69.5% | $198,609-76.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.08% | 804.70%-794.6pp | 600.81%-590.7pp | 202.70%-192.6pp |
| Employer contribution / active EE | $2,617 | $5,470-52.1% | $4,918-46.8% | $5,055-48.2% |
| Participant deferral / active EE | $4,127 | $6,259-34.1% | $5,610-26.4% | $6,977-40.8% |
| Admin fee / account holder | $465 | $17,628-97.4% | $14,905-96.9% | $19,030-97.6% |