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 | $51,630 | $157,276-67.2% | $141,177-63.4% | $152,885-66.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.60% | 64.33%-28.7pp | 71.40%-35.8pp | 345.39%-309.8pp |
| Employer contribution / active EE | $18,013 | $5,262+242.3% | $4,736+280.4% | $4,763+278.2% |
| Participant deferral / active EE | $14,186 | $7,110+99.5% | $6,710+111.4% | $5,851+142.5% |
| Admin fee / account holder | $1,662 | $12,123-86.3% | $10,263-83.8% | $11,598-85.7% |