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 | $25,570 | $72,071-64.5% | $68,368-62.6% | $137,256-81.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 46.72% | 353.14%-306.4pp | 292.57%-245.9pp | 220.34%-173.6pp |
| Employer contribution / active EE | $4,646 | $2,788+66.6% | $2,649+75.4% | $4,156+11.8% |
| Participant deferral / active EE | $7,942 | $4,410+80.1% | $4,123+92.6% | $6,407+24.0% |
| Admin fee / account holder | $597 | $5,336-88.8% | $5,150-88.4% | $12,270-95.1% |