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 | $58,643 | $58,275+0.6% | $81,844-28.3% | $80,935-27.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.96% | 41.82%-29.9pp | 778.87%-766.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $10,367 | $2,346+341.9% | $2,916+255.5% | $2,757+276.1% |
| Participant deferral / active EE | $6,848 | $3,285+108.4% | $4,323+58.4% | $4,299+59.3% |
| Admin fee / account holder | $413 | $4,749-91.3% | $7,355-94.4% | $6,924-94.0% |