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 | $52,094 | $114,073-54.3% | $96,161-45.8% | $167,518-68.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.45% | 189.95%-179.5pp | 192.01%-181.6pp | 478.71%-468.3pp |
| Employer contribution / active EE | $9,046 | $3,428+163.8% | $2,798+223.3% | $4,838+87.0% |
| Participant deferral / active EE | $8,180 | $5,195+57.5% | $4,349+88.1% | $6,342+29.0% |
| Admin fee / account holder | $1,747 | $6,899-74.7% | $5,538-68.5% | $12,312-85.8% |