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 | $47,741 | $54,674-12.7% | $76,089-37.3% | $74,429-35.9% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 19.21% | 31.89%-12.7pp | 360.94%-341.7pp | 1368.38%-1349.2pp |
| Employer contribution / active EE | $2,554 | $1,781+43.4% | $2,690-5.1% | $2,625-2.7% |
| Participant deferral / active EE | $3,082 | $3,071+0.4% | $4,259-27.6% | $4,348-29.1% |
| Admin fee / account holder | $897 | $2,238-59.9% | $6,418-86.0% | $1,944-53.9% |