Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,165 | $112,121-58.8% | $95,960-51.9% | $158,966-71.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.08% | 171.16%-152.1pp | 91.63%-72.6pp | 302.95%-283.9pp |
| Employer contribution / active EE | $6,760 | $3,199+111.3% | $2,541+166.0% | $4,762+41.9% |
| Participant deferral / active EE | $7,902 | $4,784+65.2% | $4,167+89.7% | $5,983+32.1% |
| Admin fee / account holder | $4,532 | $10,135-55.3% | $6,797-33.3% | $11,250-59.7% |