Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,804 | $54,690-63.8% | $76,030-74.0% | $74,478-73.4% |
| Participation rate | 99.3% | 60.3%+39.0pp | 69.1%+30.2pp | 67.2%+32.1pp |
| Annual return | 26.47% | 31.92%-5.5pp | 361.54%-335.1pp | 1370.56%-1344.1pp |
| Employer contribution / active EE | $2,628 | $1,781+47.5% | $2,688-2.2% | $2,626+0.1% |
| Participant deferral / active EE | $4,098 | $3,070+33.5% | $4,257-3.7% | $4,350-5.8% |
| Admin fee / account holder | $1,593 | $2,240-28.9% | $6,421-75.2% | $1,946-18.2% |