Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,718 | $108,897-69.0% | $100,378-66.4% | $145,877-76.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.66% | 58.17%-37.5pp | 49.41%-28.7pp | 551.28%-530.6pp |
| Employer contribution / active EE | $2,837 | $4,420-35.8% | $3,942-28.0% | $4,663-39.2% |
| Participant deferral / active EE | $22,328 | $8,455+164.1% | $8,087+176.1% | $6,691+233.7% |
| Admin fee / account holder | $6,865 | $9,690-29.1% | $7,899-13.1% | $13,402-48.8% |