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 | $46,080 | $226,105-79.6% | $182,540-74.8% | $152,897-69.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.77% | 192.58%-175.8pp | 148.58%-131.8pp | 345.43%-328.7pp |
| Employer contribution / active EE | $3,136 | $4,978-37.0% | $4,076-23.1% | $4,764-34.2% |
| Participant deferral / active EE | $1,638 | $6,370-74.3% | $5,525-70.4% | $5,851-72.0% |
| Admin fee / account holder | $592 | $10,706-94.5% | $8,593-93.1% | $11,599-94.9% |