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 | $35,465 | $90,530-60.8% | $76,030-53.4% | $145,897-75.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.86% | 625.08%-612.2pp | 361.54%-348.7pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,584 | $3,319-22.2% | $2,688-3.9% | $4,663-44.6% |
| Participant deferral / active EE | $5,416 | $5,164+4.9% | $4,257+27.2% | $6,689-19.0% |
| Admin fee / account holder | $4,011 | $8,383-52.1% | $6,421-37.5% | $13,390-70.0% |