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 | $60,123 | $102,422-41.3% | $147,117-59.1% | $80,959-25.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.54% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $3,455 | $3,717-7.1% | $4,932-30.0% | $2,757+25.3% |
| Participant deferral / active EE | $8,877 | $6,652+33.4% | $8,065+10.1% | $4,300+106.4% |
| Admin fee / account holder | $2,810 | $7,953-64.7% | $12,993-78.4% | $6,925-59.4% |