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 | $48,330 | $102,429-52.8% | $147,096-67.1% | $80,925-40.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 33.02% | 135.02%-102.0pp | 419.75%-386.7pp | 35.65%-2.6pp |
| Employer contribution / active EE | $1,478 | $3,716-60.2% | $4,936-70.1% | $2,756-46.4% |
| Participant deferral / active EE | $5,872 | $6,649-11.7% | $8,071-27.2% | $4,299+36.6% |
| Admin fee / account holder | $827 | $7,957-89.6% | $13,005-93.6% | $6,940-88.1% |