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 | $36,132 | $121,637-70.3% | $104,605-65.5% | $158,931-77.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.99% | 465.32%-454.3pp | 340.46%-329.5pp | 302.86%-291.9pp |
| Employer contribution / active EE | $1,797 | $3,163-43.2% | $2,681-33.0% | $4,761-62.3% |
| Participant deferral / active EE | $7,713 | $4,177+84.6% | $3,739+106.3% | $5,982+28.9% |
| Admin fee / account holder | $8,149 | $7,788+4.6% | $6,473+25.9% | $11,247-27.5% |