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 | $88,048 | $57,305+53.6% | $86,640+1.6% | $75,173+17.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.92% | 2674.24%-2657.3pp | 592.52%-575.6pp | 160.72%-143.8pp |
| Employer contribution / active EE | $6,088 | $2,316+162.9% | $3,024+101.3% | $2,671+128.0% |
| Participant deferral / active EE | $6,076 | $3,320+83.0% | $4,438+36.9% | $4,126+47.3% |
| Admin fee / account holder | $1,200 | $4,116-70.9% | $5,616-78.6% | $5,651-78.8% |