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 | $41,296 | $105,145-60.7% | $94,664-56.4% | $139,466-70.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.03% | 38.09%-16.1pp | 156.84%-134.8pp | 373.66%-351.6pp |
| Employer contribution / active EE | $5,037 | $4,107+22.6% | $3,673+37.1% | $4,754+5.9% |
| Participant deferral / active EE | $3,882 | $7,599-48.9% | $7,417-47.7% | $6,712-42.2% |
| Admin fee / account holder | $443 | $8,972-95.1% | $7,222-93.9% | $11,409-96.1% |