Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,086 | $100,895-85.0% | $90,430-83.3% | $158,950-90.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.39% | 1725.54%-1696.2pp | 1293.73%-1264.3pp | 302.91%-273.5pp |
| Employer contribution / active EE | $1,807 | $3,689-51.0% | $3,262-44.6% | $4,762-62.1% |
| Participant deferral / active EE | $3,001 | $4,347-31.0% | $3,963-24.3% | $5,983-49.8% |
| Admin fee / account holder | $3,715 | $6,505-42.9% | $5,613-33.8% | $11,248-67.0% |