Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,809 | $115,814-69.9% | $101,275-65.6% | $158,982-78.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.78% | 56.16%-32.4pp | 46.48%-22.7pp | 302.99%-279.2pp |
| Employer contribution / active EE | $8,442 | $4,176+102.2% | $3,660+130.7% | $4,763+77.3% |
| Participant deferral / active EE | $6,233 | $4,958+25.7% | $4,371+42.6% | $5,983+4.2% |
| Admin fee / account holder | $431 | $7,249-94.1% | $5,948-92.7% | $11,252-96.2% |