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 | $60,906 | $101,618-40.1% | $93,063-34.6% | $137,256-55.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.03% | 223.95%-210.9pp | 34.15%-21.1pp | 220.34%-207.3pp |
| Employer contribution / active EE | $17,312 | $2,707+539.5% | $2,476+599.2% | $4,156+316.6% |
| Participant deferral / active EE | $12,287 | $4,279+187.1% | $3,958+210.4% | $6,407+91.8% |
| Admin fee / account holder | $566 | $6,198-90.9% | $6,033-90.6% | $12,270-95.4% |