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 | $56,879 | $129,737-56.2% | $119,126-52.3% | $154,746-63.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.41% | 379.08%-365.7pp | 282.11%-268.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $9,489 | $4,375+116.9% | $4,034+135.2% | $4,379+116.7% |
| Participant deferral / active EE | $7,532 | $5,842+28.9% | $5,318+41.6% | $6,730+11.9% |
| Admin fee / account holder | $2,967 | $11,961-75.2% | $10,693-72.3% | $14,365-79.3% |