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 | $33,135 | $107,341-69.1% | $92,897-64.3% | $152,870-78.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.57% | 145.59%-123.0pp | 109.42%-86.9pp | 345.34%-322.8pp |
| Employer contribution / active EE | $4,846 | $4,221+14.8% | $3,653+32.7% | $4,763+1.7% |
| Participant deferral / active EE | $4,129 | $4,847-14.8% | $4,238-2.6% | $5,850-29.4% |
| Admin fee / account holder | $2,215 | $7,080-68.7% | $5,794-61.8% | $11,597-80.9% |