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 | $55,977 | $175,231-68.1% | $149,696-62.6% | $139,466-59.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.61% | 166.77%-147.2pp | 134.46%-114.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $2,799 | $5,478-48.9% | $4,821-41.9% | $4,754-41.1% |
| Participant deferral / active EE | $14,696 | $6,521+125.4% | $5,682+158.6% | $6,712+119.0% |
| Admin fee / account holder | $5,488 | $16,155-66.0% | $13,212-58.5% | $11,409-51.9% |