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 | $41,969 | $157,296-73.3% | $141,191-70.3% | $152,897-72.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.12% | 64.34%-38.2pp | 71.41%-45.3pp | 345.43%-319.3pp |
| Employer contribution / active EE | $4,639 | $5,262-11.9% | $4,736-2.1% | $4,764-2.6% |
| Participant deferral / active EE | $6,864 | $7,111-3.5% | $6,710+2.3% | $5,851+17.3% |
| Admin fee / account holder | $470 | $12,125-96.1% | $10,264-95.4% | $11,599-95.9% |