Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,204 | $109,967-48.0% | $97,197-41.1% | $145,877-60.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.38% | 244.27%-225.9pp | 75.47%-57.1pp | 551.28%-532.9pp |
| Employer contribution / active EE | $2,447 | $3,077-20.5% | $2,723-10.1% | $4,663-47.5% |
| Participant deferral / active EE | $3,770 | $4,676-19.4% | $4,263-11.6% | $6,691-43.7% |
| Admin fee / account holder | $963 | $6,199-84.5% | $5,637-82.9% | $13,402-92.8% |