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 | $79,949 | $109,372-26.9% | $89,414-10.6% | $158,966-49.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.94% | 345.55%-331.6pp | 245.50%-231.6pp | 302.95%-289.0pp |
| Employer contribution / active EE | $6,250 | $3,171+97.1% | $2,586+141.6% | $4,762+31.2% |
| Participant deferral / active EE | $8,156 | $4,598+77.4% | $3,890+109.7% | $5,983+36.3% |
| Admin fee / account holder | $776 | $6,156-87.4% | $4,883-84.1% | $11,250-93.1% |