Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,586 | $111,878-77.1% | $93,727-72.7% | $145,897-82.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.51% | 204.28%-182.8pp | 133.83%-112.3pp | 552.29%-530.8pp |
| Employer contribution / active EE | $4,833 | $3,092+56.3% | $2,421+99.6% | $4,663+3.7% |
| Participant deferral / active EE | $10,233 | $4,920+108.0% | $4,417+131.7% | $6,689+53.0% |
| Admin fee / account holder | $3,574 | $10,256-65.1% | $8,292-56.9% | $13,390-73.3% |