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 | $72,042 | $111,535-35.4% | $105,223-31.5% | $137,256-47.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.39% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $15,381 | $3,939+290.4% | $3,689+317.0% | $4,156+270.1% |
| Participant deferral / active EE | $6,885 | $5,500+25.2% | $5,072+35.8% | $6,407+7.5% |
| Admin fee / account holder | $1,005 | $9,721-89.7% | $8,859-88.7% | $12,270-91.8% |