Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $47,909 | $109,872-56.4% | $98,483-51.4% | $167,536-71.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.39% | 1959.31%-1941.9pp | 1494.38%-1477.0pp | 478.82%-461.4pp |
| Employer contribution / active EE | $1,461 | $3,225-54.7% | $2,961-50.7% | $4,839-69.8% |
| Participant deferral / active EE | $4,303 | $4,673-7.9% | $4,276+0.6% | $6,342-32.2% |
| Admin fee / account holder | $303 | $6,757-95.5% | $5,953-94.9% | $12,315-97.5% |