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 | $24,829 | $77,419-67.9% | $69,461-64.3% | $152,885-83.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 24.85% | 39.07%-14.2pp | 28.97%-4.1pp | 345.39%-320.5pp |
| Employer contribution / active EE | $5,899 | $3,315+77.9% | $2,779+112.2% | $4,763+23.8% |
| Participant deferral / active EE | $6,897 | $4,414+56.3% | $3,536+95.1% | $5,851+17.9% |
| Admin fee / account holder | $1,143 | $6,207-81.6% | $3,840-70.2% | $11,598-90.1% |