Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,636 | $114,093-72.3% | $96,171-67.1% | $167,536-81.1% |
| Participation rate | 70.0% | 75.1%-5.1pp | 68.4%+1.6pp | 82.1%-12.1pp |
| Annual return | 18.00% | 190.00%-172.0pp | 192.04%-174.0pp | 478.82%-460.8pp |
| Employer contribution / active EE | $4,366 | $3,429+27.3% | $2,799+56.0% | $4,839-9.8% |
| Participant deferral / active EE | $2,418 | $5,197-53.5% | $4,350-44.4% | $6,342-61.9% |
| Admin fee / account holder | $2,131 | $6,899-69.1% | $5,538-61.5% | $12,315-82.7% |