Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,604 | $115,796-58.0% | $101,264-52.0% | $158,950-69.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.25% | 56.15%-35.9pp | 46.48%-26.2pp | 302.91%-282.7pp |
| Employer contribution / active EE | $5,737 | $4,175+37.4% | $3,660+56.7% | $4,762+20.5% |
| Participant deferral / active EE | $8,450 | $4,958+70.4% | $4,370+93.4% | $5,983+41.2% |
| Admin fee / account holder | $1,008 | $7,247-86.1% | $5,947-83.0% | $11,248-91.0% |