Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $49,132 | $160,040-69.3% | $147,096-66.6% | $145,877-66.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 17.31% | 98.49%-81.2pp | 419.75%-402.4pp | 551.28%-534.0pp |
| Employer contribution / active EE | $10,319 | $5,289+95.1% | $4,936+109.1% | $4,663+121.3% |
| Participant deferral / active EE | $8,629 | $8,429+2.4% | $8,071+6.9% | $6,691+29.0% |
| Admin fee / account holder | $599 | $15,050-96.0% | $13,005-95.4% | $13,402-95.5% |