Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $61,481 | $109,967-44.1% | $97,197-36.7% | $145,877-57.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.13% | 244.27%-233.1pp | 75.47%-64.3pp | 551.28%-540.2pp |
| Employer contribution / active EE | $10,142 | $3,077+229.6% | $2,723+272.5% | $4,663+117.5% |
| Participant deferral / active EE | $6,255 | $4,676+33.8% | $4,263+46.7% | $6,691-6.5% |
| Admin fee / account holder | $325 | $6,199-94.8% | $5,637-94.2% | $13,402-97.6% |