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 | $53,499 | $148,623-64.0% | $135,974-60.7% | $139,466-61.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.55% | 79.30%-59.7pp | 68.30%-48.8pp | 373.66%-354.1pp |
| Employer contribution / active EE | $12,665 | $5,246+141.4% | $4,859+160.7% | $4,754+166.4% |
| Participant deferral / active EE | $16,833 | $8,103+107.8% | $7,760+116.9% | $6,712+150.8% |
| Admin fee / account holder | $345 | $12,406-97.2% | $10,767-96.8% | $11,409-97.0% |