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 | $34,133 | $157,276-78.3% | $141,177-75.8% | $152,885-77.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.78% | 64.33%-34.6pp | 71.40%-41.6pp | 345.39%-315.6pp |
| Employer contribution / active EE | $2,741 | $5,262-47.9% | $4,736-42.1% | $4,763-42.5% |
| Participant deferral / active EE | $12,646 | $7,110+77.8% | $6,710+88.5% | $5,851+116.1% |
| Admin fee / account holder | $548 | $12,123-95.5% | $10,263-94.7% | $11,598-95.3% |