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 | $23,740 | $103,008-77.0% | $90,304-73.7% | $152,897-84.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 32.35% | 95.22%-62.9pp | 78.13%-45.8pp | 345.43%-313.1pp |
| Employer contribution / active EE | $2,244 | $3,139-28.5% | $2,855-21.4% | $4,764-52.9% |
| Participant deferral / active EE | $2,516 | $4,281-41.2% | $3,885-35.2% | $5,851-57.0% |
| Admin fee / account holder | $1,568 | $6,175-74.6% | $5,354-70.7% | $11,599-86.5% |