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 | $26,587 | $109,904-75.8% | $97,167-72.6% | $145,959-81.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.23% | 243.43%-232.2pp | 75.27%-64.0pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,248 | $3,084-27.1% | $2,729-17.6% | $4,661-51.8% |
| Participant deferral / active EE | $6,067 | $4,676+29.8% | $4,264+42.3% | $6,689-9.3% |
| Admin fee / account holder | $399 | $6,216-93.6% | $5,650-92.9% | $13,398-97.0% |