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 | $45,265 | $102,385-55.8% | $147,080-69.2% | $80,935-44.1% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 13.19% | 135.09%-121.9pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $7,561 | $3,717+103.4% | $4,933+53.3% | $2,757+174.3% |
| Participant deferral / active EE | $16,766 | $6,651+152.1% | $8,066+107.8% | $4,299+289.9% |
| Admin fee / account holder | $15,743 | $7,951+98.0% | $12,989+21.2% | $6,924+127.4% |