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 | $52,839 | $72,426-27.0% | $67,560-21.8% | $145,897-63.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.22% | 7226.78%-7216.6pp | 3533.50%-3523.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,107 | $3,074-31.5% | $2,737-23.0% | $4,663-54.8% |
| Participant deferral / active EE | $5,977 | $4,785+24.9% | $4,004+49.3% | $6,689-10.6% |
| Admin fee / account holder | $798 | $5,514-85.5% | $3,994-80.0% | $13,390-94.0% |