Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $44,946 | $111,535-59.7% | $105,223-57.3% | $137,256-67.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.59% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $13,223 | $3,939+235.7% | $3,689+258.5% | $4,156+218.2% |
| Participant deferral / active EE | $10,663 | $5,500+93.9% | $5,072+110.2% | $6,407+66.4% |
| Admin fee / account holder | $1,249 | $9,721-87.2% | $8,859-85.9% | $12,270-89.8% |