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 | $62,600 | $110,039-43.1% | $97,260-35.6% | $145,884-57.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.86% | 244.44%-231.6pp | 75.54%-62.7pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,242 | $3,074-59.6% | $2,721-54.3% | $4,662-73.4% |
| Participant deferral / active EE | $2,926 | $4,674-37.4% | $4,262-31.3% | $6,690-56.3% |
| Admin fee / account holder | $6,589 | $6,204+6.2% | $5,640+16.8% | $13,392-50.8% |