Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,920 | $110,039-71.9% | $97,260-68.2% | $145,884-78.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.96% | 244.44%-227.5pp | 75.54%-58.6pp | 551.85%-534.9pp |
| Employer contribution / active EE | $4,782 | $3,074+55.6% | $2,721+75.7% | $4,662+2.6% |
| Participant deferral / active EE | $5,757 | $4,674+23.2% | $4,262+35.1% | $6,690-13.9% |
| Admin fee / account holder | $2,783 | $6,204-55.1% | $5,640-50.7% | $13,392-79.2% |