Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $146,025 | $183,592-20.5% | $155,567-6.1% | $145,9590% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.90% | 61.24%-42.3pp | 64.74%-45.8pp | 561.95%-543.1pp |
| Employer contribution / active EE | $11,967 | $5,315+125.2% | $4,674+156.0% | $4,661+156.8% |
| Participant deferral / active EE | $10,698 | $6,464+65.5% | $5,628+90.1% | $6,689+60.0% |
| Admin fee / account holder | $954 | $19,318-95.1% | $15,916-94.0% | $13,398-92.9% |