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 | $56,676 | $111,785-49.3% | $93,669-39.5% | $145,877-61.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.38% | 203.79%-190.4pp | 133.59%-120.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,938 | $3,096-37.4% | $2,424-20.0% | $4,663-58.4% |
| Participant deferral / active EE | $2,452 | $4,919-50.1% | $4,416-44.5% | $6,691-63.3% |
| Admin fee / account holder | $1,765 | $10,256-82.8% | $8,291-78.7% | $13,402-86.8% |