Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,737 | $91,086-33.3% | $203,872-70.2% | $86,983-30.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 37.31% | 22.30%+15.0pp | 85.11%-47.8pp | 25.83%+11.5pp |
| Employer contribution / active EE | $2,932 | $2,063+42.1% | $3,757-22.0% | $2,584+13.4% |
| Participant deferral / active EE | $5,743 | $4,019+42.9% | $6,388-10.1% | $4,194+36.9% |
| Admin fee / account holder | $561 | $8,987-93.8% | $11,730-95.2% | $7,856-92.9% |