Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $47,471 | $138,072-65.6% | $123,549-61.6% | $135,382-64.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.40% | 153.69%-147.3pp | 119.20%-112.8pp | 519.77%-513.4pp |
| Employer contribution / active EE | $2,348 | $5,152-54.4% | $4,628-49.3% | $4,779-50.9% |
| Participant deferral / active EE | $6,844 | $6,799+0.7% | $6,426+6.5% | $5,609+22.0% |
| Admin fee / account holder | $5,484 | $10,917-49.8% | $9,284-40.9% | $10,829-49.4% |