Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $37,276 | $100,073-62.8% | $85,126-56.2% | $145,877-74.4% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.0pp |
| Annual return | 36.17% | 84.11%-47.9pp | 66.63%-30.5pp | 551.28%-515.1pp |
| Employer contribution / active EE | $7,987 | $3,236+146.8% | $2,731+192.4% | $4,663+71.3% |
| Participant deferral / active EE | $13,237 | $5,294+150.0% | $4,523+192.6% | $6,691+97.8% |
| Admin fee / account holder | $1,848 | $7,261-74.6% | $6,160-70.0% | $13,402-86.2% |