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 | $51,562 | $110,039-53.1% | $97,260-47.0% | $145,884-64.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.88% | 244.44%-231.6pp | 75.54%-62.7pp | 551.85%-539.0pp |
| Employer contribution / active EE | $33,814 | $3,074+999.9% | $2,721+1142.6% | $4,662+625.3% |
| Participant deferral / active EE | $782 | $4,674-83.3% | $4,262-81.7% | $6,690-88.3% |
| Admin fee / account holder | $313 | $6,204-95.0% | $5,640-94.4% | $13,392-97.7% |