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 | $31,325 | $149,040-79.0% | $120,225-73.9% | $137,256-77.2% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 37.22% | 605.68%-568.5pp | 439.23%-402.0pp | 220.34%-183.1pp |
| Employer contribution / active EE | $4,429 | $4,350+1.8% | $3,475+27.4% | $4,156+6.6% |
| Participant deferral / active EE | $6,354 | $4,655+36.5% | $3,999+58.9% | $6,407-0.8% |
| Admin fee / account holder | $1,460 | $6,348-77.0% | $5,696-74.4% | $12,270-88.1% |