Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,178 | $102,422-53.9% | $147,117-67.9% | $80,959-41.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.61% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $4,877 | $3,717+31.2% | $4,932-1.1% | $2,757+76.9% |
| Participant deferral / active EE | $8,581 | $6,652+29.0% | $8,065+6.4% | $4,300+99.5% |
| Admin fee / account holder | $2,701 | $7,953-66.0% | $12,993-79.2% | $6,925-61.0% |