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 | $129,737-44.5% | $119,126-39.5% | $154,746-53.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.39% | 379.08%-363.7pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $15,381 | $4,375+251.6% | $4,034+281.3% | $4,379+251.2% |
| Participant deferral / active EE | $6,885 | $5,842+17.9% | $5,318+29.5% | $6,730+2.3% |
| Admin fee / account holder | $1,005 | $11,961-91.6% | $10,693-90.6% | $14,365-93.0% |