Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,122 | $85,766-63.7% | $136,298-77.2% | $70,126-55.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.12% | 31.46%-10.3pp | 5156.27%-5135.1pp | 73.15%-52.0pp |
| Employer contribution / active EE | $4,111 | $2,966+38.6% | $4,696-12.4% | $2,343+75.5% |
| Participant deferral / active EE | $8,150 | $5,051+61.3% | $6,247+30.5% | $3,332+144.6% |
| Admin fee / account holder | $772 | $5,421-85.8% | $9,244-91.6% | $4,645-83.4% |