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 | $45,722 | $102,422-55.4% | $147,117-68.9% | $80,959-43.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.17% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $3,712 | $3,717-0.1% | $4,932-24.7% | $2,757+34.6% |
| Participant deferral / active EE | $8,042 | $6,652+20.9% | $8,065-0.3% | $4,300+87.0% |
| Admin fee / account holder | $3,915 | $7,953-50.8% | $12,993-69.9% | $6,925-43.5% |