Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,584 | $154,193-66.5% | $130,045-60.3% | $139,466-63.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.16% | 32.51%-10.3pp | -137.30%+159.5pp | 373.66%-351.5pp |
| Employer contribution / active EE | $9,449 | $5,292+78.6% | $4,321+118.7% | $4,754+98.8% |
| Participant deferral / active EE | $8,502 | $6,709+26.7% | $5,820+46.1% | $6,712+26.7% |
| Admin fee / account holder | $1,873 | $13,989-86.6% | $10,600-82.3% | $11,409-83.6% |