Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,233 | $102,595-59.8% | $94,057-56.2% | $154,746-73.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.91% | 583.42%-567.5pp | 480.62%-464.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,865 | $3,147-9.0% | $2,933-2.3% | $4,379-34.6% |
| Participant deferral / active EE | $6,014 | $5,118+17.5% | $4,709+27.7% | $6,730-10.7% |
| Admin fee / account holder | $1,814 | $7,736-76.5% | $7,244-75.0% | $14,365-87.4% |