Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,991 | $165,399-58.9% | $149,745-54.6% | $158,982-57.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.19% | 348.34%-325.1pp | 276.72%-253.5pp | 302.99%-279.8pp |
| Employer contribution / active EE | $15,144 | $5,105+196.7% | $4,646+226.0% | $4,763+218.0% |
| Participant deferral / active EE | $11,757 | $7,183+63.7% | $6,843+71.8% | $5,983+96.5% |
| Admin fee / account holder | $2,033 | $10,811-81.2% | $9,312-78.2% | $11,252-81.9% |