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 | $28,998 | $210,698-86.2% | $178,014-83.7% | $145,959-80.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.80% | 386.27%-373.5pp | 294.80%-282.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,077 | $4,567-54.5% | $3,950-47.4% | $4,661-55.4% |
| Participant deferral / active EE | $3,840 | $6,958-44.8% | $6,276-38.8% | $6,689-42.6% |
| Admin fee / account holder | $6,868 | $12,016-42.8% | $10,362-33.7% | $13,398-48.7% |