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 | $67,187 | $100,073-32.9% | $85,126-21.1% | $145,877-53.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 28.50% | 84.11%-55.6pp | 66.63%-38.1pp | 551.28%-522.8pp |
| Employer contribution / active EE | $9,169 | $3,236+183.3% | $2,731+235.7% | $4,663+96.6% |
| Participant deferral / active EE | $2,452 | $5,294-53.7% | $4,523-45.8% | $6,691-63.4% |
| Admin fee / account holder | $590 | $7,261-91.9% | $6,160-90.4% | $13,402-95.6% |