Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,206 | $105,200-56.1% | $159,474-71.0% | $85,847-46.2% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.8%-0.7pp | 69.3%+12.8pp |
| Annual return | 28.10% | 45.08%-17.0pp | 263.68%-235.6pp | 318.61%-290.5pp |
| Employer contribution / active EE | $8,552 | $3,319+157.7% | $4,831+77.0% | $2,565+233.4% |
| Participant deferral / active EE | $10,167 | $5,946+71.0% | $7,353+38.3% | $3,952+157.2% |
| Admin fee / account holder | $5,033 | $6,934-27.4% | $10,802-53.4% | $6,261-19.6% |