Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,426 | $108,897-60.1% | $100,378-56.7% | $145,877-70.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.50% | 58.17%-41.7pp | 49.41%-32.9pp | 551.28%-534.8pp |
| Employer contribution / active EE | $3,542 | $4,420-19.9% | $3,942-10.1% | $4,663-24.0% |
| Participant deferral / active EE | $9,006 | $8,455+6.5% | $8,087+11.4% | $6,691+34.6% |
| Admin fee / account holder | $328 | $9,690-96.6% | $7,899-95.8% | $13,402-97.6% |