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 | $32,334 | $102,429-68.4% | $147,096-78.0% | $80,925-60.0% |
| Participation rate | 98.0% | 75.9%+22.1pp | 82.2%+15.8pp | 67.7%+30.3pp |
| Annual return | 32.43% | 135.02%-102.6pp | 419.75%-387.3pp | 35.65%-3.2pp |
| Employer contribution / active EE | $4,910 | $3,716+32.1% | $4,936-0.5% | $2,756+78.1% |
| Participant deferral / active EE | $8,049 | $6,649+21.1% | $8,071-0.3% | $4,299+87.2% |
| Admin fee / account holder | $716 | $7,957-91.0% | $13,005-94.5% | $6,940-89.7% |