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 | $61,933 | $114,013-45.7% | $103,693-40.3% | $155,188-60.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 149.33% | 49.31%+100.0pp | 47.61%+101.7pp | 148.84%+0.5pp |
| Employer contribution / active EE | $1,310 | $3,131-58.2% | $2,920-55.1% | $4,248-69.2% |
| Participant deferral / active EE | $9,825 | $4,970+97.7% | $4,579+114.5% | $6,531+50.4% |
| Admin fee / account holder | $310 | $8,407-96.3% | $7,858-96.1% | $14,480-97.9% |