Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,184 | $109,372-82.5% | $89,414-78.5% | $158,966-87.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 46.59% | 345.55%-299.0pp | 245.50%-198.9pp | 302.95%-256.4pp |
| Employer contribution / active EE | $9,013 | $3,171+184.2% | $2,586+248.5% | $4,762+89.2% |
| Participant deferral / active EE | $6,864 | $4,598+49.3% | $3,890+76.5% | $5,983+14.7% |
| Admin fee / account holder | $1,585 | $6,156-74.2% | $4,883-67.5% | $11,250-85.9% |