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 | $46,586 | $73,518-36.6% | $63,005-26.1% | $147,585-68.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.99% | 175.46%-155.5pp | 87.59%-67.6pp | 578.58%-558.6pp |
| Employer contribution / active EE | $1,931 | $3,322-41.9% | $2,760-30.1% | $4,876-60.4% |
| Participant deferral / active EE | $3,424 | $4,183-18.1% | $3,329+2.9% | $5,439-37.0% |
| Admin fee / account holder | $440 | $5,952-92.6% | $3,599-87.8% | $10,886-96.0% |