Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,604 | $100,938-89.5% | $90,461-88.3% | $158,982-93.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.54% | 1727.20%-1711.7pp | 1294.76%-1279.2pp | 302.99%-287.4pp |
| Employer contribution / active EE | $2,514 | $3,691-31.9% | $3,264-23.0% | $4,763-47.2% |
| Participant deferral / active EE | $3,401 | $4,350-21.8% | $3,964-14.2% | $5,983-43.2% |
| Admin fee / account holder | $525 | $6,510-91.9% | $5,617-90.6% | $11,252-95.3% |