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 | $109,967-75.8% | $97,197-72.6% | $145,877-81.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.23% | 244.27%-233.0pp | 75.47%-64.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,248 | $3,077-26.9% | $2,723-17.4% | $4,663-51.8% |
| Participant deferral / active EE | $6,067 | $4,676+29.7% | $4,263+42.3% | $6,691-9.3% |
| Admin fee / account holder | $399 | $6,199-93.6% | $5,637-92.9% | $13,402-97.0% |