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 | $63,601 | $109,327-41.8% | $89,391-28.9% | $158,931-60.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.75% | 345.68%-330.9pp | 245.62%-230.9pp | 302.86%-288.1pp |
| Employer contribution / active EE | $3,022 | $3,170-4.7% | $2,586+16.9% | $4,761-36.5% |
| Participant deferral / active EE | $15,676 | $4,598+240.9% | $3,890+303.0% | $5,982+162.0% |
| Admin fee / account holder | $4,453 | $6,153-27.6% | $4,881-8.8% | $11,247-60.4% |