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 | $34,198 | $125,190-72.7% | $105,624-67.6% | $145,897-76.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.48% | 225.22%-213.7pp | 116.20%-104.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,954 | $3,720-47.5% | $3,168-38.3% | $4,663-58.1% |
| Participant deferral / active EE | $1,948 | $5,716-65.9% | $5,013-61.1% | $6,689-70.9% |
| Admin fee / account holder | $9,148 | $17,138-46.6% | $10,961-16.5% | $13,390-31.7% |