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 | $231,750 | $93,346+148.3% | $71,796+222.8% | $273,970-15.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.90% | 130.39%-123.5pp | 78.04%-71.1pp | 41.46%-34.6pp |
| Employer contribution / active EE | $16,590 | $2,733+507.0% | $1,924+762.1% | $4,869+240.8% |
| Participant deferral / active EE | $7,480 | $3,475+115.2% | $2,794+167.7% | $5,287+41.5% |
| Admin fee / account holder | $4,091 | $6,571-37.7% | $4,815-15.0% | $10,132-59.6% |