Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $99,375 | $217,432-54.3% | $185,851-46.5% | $167,553-40.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.52% | 148.43%-137.9pp | 122.11%-111.6pp | 478.89%-468.4pp |
| Employer contribution / active EE | $6,675 | $5,874+13.6% | $5,168+29.1% | $4,840+37.9% |
| Participant deferral / active EE | $7,125 | $6,357+12.1% | $5,569+27.9% | $6,343+12.3% |
| Admin fee / account holder | $810 | $19,820-95.9% | $16,245-95.0% | $12,316-93.4% |