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 | $29,302 | $102,422-71.4% | $147,117-80.1% | $80,959-63.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.25% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $4,949 | $3,717+33.1% | $4,932+0.3% | $2,757+79.5% |
| Participant deferral / active EE | $8,964 | $6,652+34.8% | $8,065+11.2% | $4,300+108.5% |
| Admin fee / account holder | $5,995 | $7,953-24.6% | $12,993-53.9% | $6,925-13.4% |