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 | $55,445 | $227,633-75.6% | $189,597-70.8% | $167,553-66.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.73% | 78.45%-62.7pp | 64.20%-48.5pp | 478.89%-463.2pp |
| Employer contribution / active EE | $1,988 | $5,317-62.6% | $4,412-54.9% | $4,840-58.9% |
| Participant deferral / active EE | $4,341 | $7,003-38.0% | $6,174-29.7% | $6,343-31.6% |
| Admin fee / account holder | $5,805 | $11,879-51.1% | $9,807-40.8% | $12,316-52.9% |