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 | $112,132 | $78,682+42.5% | $109,188+2.7% | $85,851+30.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 68.71% | 25.09%+43.6pp | 25.76%+43.0pp | 318.63%-249.9pp |
| Employer contribution / active EE | $7,218 | $2,734+164.0% | $3,723+93.9% | $2,565+181.4% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,049 | $5,470-44.3% | $6,755-54.9% | $6,261-51.3% |