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 | $28,137 | $159,934-82.4% | $147,005-80.9% | $145,959-80.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.06% | 98.24%-79.2pp | 418.76%-399.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $4,956 | $5,287-6.3% | $4,934+0.4% | $4,661+6.3% |
| Participant deferral / active EE | $7,291 | $8,427-13.5% | $8,070-9.6% | $6,689+9.0% |
| Admin fee / account holder | $339 | $15,053-97.7% | $13,006-97.4% | $13,398-97.5% |