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 | $29,990 | $107,368-72.1% | $92,915-67.7% | $152,909-80.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.66% | 145.64%-122.0pp | 109.45%-85.8pp | 345.46%-321.8pp |
| Employer contribution / active EE | $6,762 | $4,222+60.1% | $3,653+85.1% | $4,764+41.9% |
| Participant deferral / active EE | $5,077 | $4,848+4.7% | $4,238+19.8% | $5,851-13.2% |
| Admin fee / account holder | $426 | $7,082-94.0% | $5,796-92.7% | $11,601-96.3% |