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 | $48,230 | $107,363-55.1% | $92,909-48.1% | $152,897-68.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.54% | 145.63%-123.1pp | 109.44%-86.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $2,189 | $4,222-48.1% | $3,653-40.1% | $4,764-54.0% |
| Participant deferral / active EE | $5,618 | $4,848+15.9% | $4,238+32.6% | $5,851-4.0% |
| Admin fee / account holder | $424 | $7,082-94.0% | $5,795-92.7% | $11,599-96.3% |