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 | $31,632 | $100,938-68.7% | $90,461-65.0% | $158,982-80.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.95% | 1727.20%-1712.3pp | 1294.76%-1279.8pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,908 | $3,691-48.3% | $3,264-41.5% | $4,763-59.9% |
| Participant deferral / active EE | $5,876 | $4,350+35.1% | $3,964+48.2% | $5,983-1.8% |
| Admin fee / account holder | $5,371 | $6,510-17.5% | $5,617-4.4% | $11,252-52.3% |