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 | $57,571 | $125,237-54.0% | $105,608-45.5% | $145,877-60.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.86% | 225.76%-210.9pp | 116.50%-101.6pp | 551.28%-536.4pp |
| Employer contribution / active EE | $24,464 | $3,720+557.6% | $3,167+672.5% | $4,663+424.6% |
| Participant deferral / active EE | $30,034 | $5,711+425.9% | $5,010+499.5% | $6,691+348.9% |
| Admin fee / account holder | $13,866 | $17,287-19.8% | $11,028+25.7% | $13,402+3.5% |