Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $82,133 | $150,197-45.3% | $120,368-31.8% | $145,959-43.7% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 11.68% | 154.26%-142.6pp | 107.26%-95.6pp | 561.95%-550.3pp |
| Employer contribution / active EE | $12,750 | $4,350+193.1% | $3,465+268.0% | $4,661+173.6% |
| Participant deferral / active EE | $1,678 | $6,174-72.8% | $4,991-66.4% | $6,689-74.9% |
| Admin fee / account holder | $317 | $12,216-97.4% | $9,429-96.6% | $13,398-97.6% |