Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,159 | $95,580-89.4% | $76,872-86.8% | $139,466-92.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 56.34% | 55.00%+1.3pp | 37.90%+18.4pp | 373.66%-317.3pp |
| Employer contribution / active EE | $1,682 | $3,145-46.5% | $2,533-33.6% | $4,754-64.6% |
| Participant deferral / active EE | $3,416 | $4,623-26.1% | $3,832-10.9% | $6,712-49.1% |
| Admin fee / account holder | $317 | $8,302-96.2% | $5,476-94.2% | $11,409-97.2% |