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 | $97,622 | $61,125+59.7% | $94,057+3.8% | $87,485+11.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 16.01% | 35.20%-19.2pp | 480.62%-464.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $6,343 | $2,136+196.9% | $2,933+116.3% | $2,596+144.3% |
| Participant deferral / active EE | $6,196 | $3,260+90.1% | $4,709+31.6% | $4,274+45.0% |
| Admin fee / account holder | $20,875 | $5,629+270.9% | $7,244+188.1% | $7,775+168.5% |