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 | $27,068 | $106,864-74.7% | $147,318-81.6% | $82,637-67.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 97.73% | 27.49%+70.2pp | 70.43%+27.3pp | 53.51%+44.2pp |
| Employer contribution / active EE | $2,941 | $3,417-13.9% | $4,593-36.0% | $2,552+15.2% |
| Participant deferral / active EE | $3,555 | $6,496-45.3% | $7,906-55.0% | $4,126-13.8% |
| Admin fee / account holder | $910 | $8,415-89.2% | $13,708-93.4% | $7,339-87.6% |