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 | $29,679 | $109,411-72.9% | $89,435-66.8% | $158,982-81.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.77% | 345.68%-330.9pp | 245.55%-230.8pp | 302.99%-288.2pp |
| Employer contribution / active EE | $2,554 | $3,173-19.5% | $2,587-1.3% | $4,763-46.4% |
| Participant deferral / active EE | $2,054 | $4,600-55.4% | $3,890-47.2% | $5,983-65.7% |
| Admin fee / account holder | $1,482 | $6,159-75.9% | $4,884-69.7% | $11,252-86.8% |