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 | $74,413 | $114,119-34.8% | $107,187-30.6% | $138,895-46.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.36% | 273.21%-257.8pp | 204.55%-189.2pp | 145.39%-130.0pp |
| Employer contribution / active EE | $20,485 | $4,059+404.7% | $3,782+441.6% | $4,194+388.4% |
| Participant deferral / active EE | $12,638 | $5,538+128.2% | $5,096+148.0% | $6,396+97.6% |
| Admin fee / account holder | $14,851 | $10,024+48.2% | $9,162+62.1% | $12,562+18.2% |