Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,125 | $129,737-62.1% | $119,126-58.8% | $154,746-68.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.91% | 379.08%-363.2pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,230 | $4,375-26.2% | $4,034-19.9% | $4,379-26.2% |
| Participant deferral / active EE | $6,796 | $5,842+16.3% | $5,318+27.8% | $6,730+1.0% |
| Admin fee / account holder | $1,544 | $11,961-87.1% | $10,693-85.6% | $14,365-89.3% |