Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,926 | $102,382-68.8% | $147,005-78.3% | $80,874-60.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.07% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $3,574 | $3,715-3.8% | $4,934-27.6% | $2,756+29.7% |
| Participant deferral / active EE | $9,127 | $6,646+37.3% | $8,070+13.1% | $4,297+112.4% |
| Admin fee / account holder | $1,583 | $7,942-80.1% | $13,006-87.8% | $6,935-77.2% |