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 | $77,951 | $154,193-49.4% | $130,045-40.1% | $139,466-44.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.03% | 32.51%-8.5pp | -137.30%+161.3pp | 373.66%-349.6pp |
| Employer contribution / active EE | $9,238 | $5,292+74.6% | $4,321+113.8% | $4,754+94.3% |
| Participant deferral / active EE | $11,374 | $6,709+69.5% | $5,820+95.4% | $6,712+69.5% |
| Admin fee / account holder | $695 | $13,989-95.0% | $10,600-93.4% | $11,409-93.9% |