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 | $51,913 | $111,830-53.6% | $93,696-44.6% | $145,884-64.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.60% | 204.08%-190.5pp | 133.74%-120.1pp | 551.85%-538.2pp |
| Employer contribution / active EE | $4,385 | $3,093+41.8% | $2,422+81.0% | $4,662-6.0% |
| Participant deferral / active EE | $6,970 | $4,920+41.7% | $4,417+57.8% | $6,690+4.2% |
| Admin fee / account holder | $1,598 | $10,249-84.4% | $8,287-80.7% | $13,392-88.1% |