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 | $47,203 | $112,112-57.9% | $95,956-50.8% | $158,950-70.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.88% | 171.15%-151.3pp | 91.63%-71.7pp | 302.91%-283.0pp |
| Employer contribution / active EE | $7,735 | $3,199+141.8% | $2,541+204.4% | $4,762+62.4% |
| Participant deferral / active EE | $7,354 | $4,784+53.7% | $4,167+76.5% | $5,983+22.9% |
| Admin fee / account holder | $2,570 | $10,134-74.6% | $6,797-62.2% | $11,248-77.2% |