Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,440 | $102,385-64.4% | $147,080-75.2% | $80,935-55.0% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 47.67% | 135.09%-87.4pp | 420.17%-372.5pp | 35.66%+12.0pp |
| Employer contribution / active EE | $2,159 | $3,717-41.9% | $4,933-56.2% | $2,757-21.7% |
| Participant deferral / active EE | $4,354 | $6,651-34.5% | $8,066-46.0% | $4,299+1.3% |
| Admin fee / account holder | $308 | $7,951-96.1% | $12,989-97.6% | $6,924-95.6% |