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 | $46,750 | $82,674-43.5% | $125,381-62.7% | $68,486-31.7% |
| Participation rate | 98.4% | 75.1%+23.4pp | 82.4%+16.1pp | 67.9%+30.5pp |
| Annual return | 5.94% | -5.97%+11.9pp | 572.31%-566.4pp | -7.85%+13.8pp |
| Employer contribution / active EE | $7,200 | $3,382+112.9% | $4,815+49.5% | $2,597+177.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,255 | $6,277-64.1% | $10,007-77.5% | $5,404-58.3% |