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 | $27,671 | $123,750-77.6% | $69,611-60.2% | $145,877-81.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 15.93% | 192.03%-176.1pp | 101.14%-85.2pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,127 | $2,672-20.4% | $1,709+24.5% | $4,663-54.4% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $709 | $7,817-90.9% | $4,696-84.9% | $13,402-94.7% |