Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $92,679 | $119,143-22.2% | $88,632+4.6% | $152,909-39.4% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 22.02% | 48.12%-26.1pp | 43.75%-21.7pp | 345.46%-323.4pp |
| Employer contribution / active EE | $7,500 | $2,675+180.4% | $2,101+257.0% | $4,764+57.4% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,434 | $5,875-7.5% | $4,308+26.1% | $11,601-53.2% |