Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $30,378 | $63,346-52.0% | $92,240-67.1% | $70,126-56.7% |
| Participation rate | 87.8% | 68.7%+19.1pp | 76.5%+11.3pp | 69.5%+18.3pp |
| Annual return | 19.20% | 530.19%-511.0pp | 176.29%-157.1pp | 73.15%-53.9pp |
| Employer contribution / active EE | $6,579 | $2,471+166.2% | $3,680+78.8% | $2,343+180.9% |
| Participant deferral / active EE | $5,173 | $2,854+81.3% | $3,897+32.8% | $3,332+55.3% |
| Admin fee / account holder | $3,028 | $3,841-21.2% | $5,194-41.7% | $4,645-34.8% |