Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,915 | $110,039-91.9% | $97,260-90.8% | $145,884-93.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.99% | 244.44%-235.5pp | 75.54%-66.5pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,232 | $3,074-59.9% | $2,721-54.7% | $4,662-73.6% |
| Participant deferral / active EE | $5,371 | $4,674+14.9% | $4,262+26.0% | $6,690-19.7% |
| Admin fee / account holder | $414 | $6,204-93.3% | $5,640-92.7% | $13,392-96.9% |