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 | $35,179 | $155,833-77.4% | $124,693-71.8% | $167,518-79.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.09% | 17.98%-7.9pp | 5144.19%-5134.1pp | 478.71%-468.6pp |
| Employer contribution / active EE | $1,320 | $4,164-68.3% | $3,324-60.3% | $4,838-72.7% |
| Participant deferral / active EE | $3,506 | $5,675-38.2% | $4,615-24.0% | $6,342-44.7% |
| Admin fee / account holder | $9,092 | $9,534-4.6% | $7,494+21.3% | $12,312-26.2% |