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 | $36,021 | $96,491-62.7% | $75,894-52.5% | $152,885-76.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 39.86% | 33.98%+5.9pp | 30.76%+9.1pp | 345.39%-305.5pp |
| Employer contribution / active EE | $5,195 | $3,310+57.0% | $2,501+107.7% | $4,763+9.1% |
| Participant deferral / active EE | $12,890 | $4,553+183.1% | $3,603+257.7% | $5,851+120.3% |
| Admin fee / account holder | $698 | $8,079-91.4% | $5,420-87.1% | $11,598-94.0% |