Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,942 | $99,652-57.9% | $78,778-46.8% | $147,586-71.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.19% | 47.28%-28.1pp | 35.62%-16.4pp | 578.59%-559.4pp |
| Employer contribution / active EE | $6,721 | $2,796+140.4% | $1,986+238.5% | $4,876+37.8% |
| Participant deferral / active EE | $7,616 | $3,664+107.9% | $2,958+157.5% | $5,439+40.0% |
| Admin fee / account holder | $663 | $7,155-90.7% | $5,134-87.1% | $10,886-93.9% |