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 | $54,221 | $129,737-58.2% | $119,126-54.5% | $154,746-65.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.54% | 379.08%-364.5pp | 282.11%-267.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,160 | $4,375-50.6% | $4,034-46.4% | $4,379-50.7% |
| Participant deferral / active EE | $9,213 | $5,842+57.7% | $5,318+73.2% | $6,730+36.9% |
| Admin fee / account holder | $405 | $11,961-96.6% | $10,693-96.2% | $14,365-97.2% |