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 | $59,444 | $166,268-64.2% | $165,100-64.0% | $145,897-59.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.74% | 100.52%-87.8pp | 70.21%-57.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $19,687 | $5,284+272.6% | $4,348+352.8% | $4,663+322.2% |
| Participant deferral / active EE | $9,991 | $6,964+43.5% | $6,035+65.5% | $6,689+49.4% |
| Admin fee / account holder | $2,361 | $16,659-85.8% | $12,696-81.4% | $13,390-82.4% |