Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,070 | $111,785-48.9% | $93,669-39.1% | $145,877-60.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 17.06% | 203.79%-186.7pp | 133.59%-116.5pp | 551.28%-534.2pp |
| Employer contribution / active EE | $7,120 | $3,096+130.0% | $2,424+193.8% | $4,663+52.7% |
| Participant deferral / active EE | $3,094 | $4,919-37.1% | $4,416-29.9% | $6,691-53.8% |
| Admin fee / account holder | $948 | $10,256-90.8% | $8,291-88.6% | $13,402-92.9% |