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 | $77,476 | $72,071+7.5% | $68,368+13.3% | $137,256-43.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.58% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,695 | $2,788+68.4% | $2,649+77.2% | $4,156+13.0% |
| Participant deferral / active EE | $10,149 | $4,410+130.1% | $4,123+146.2% | $6,407+58.4% |
| Admin fee / account holder | $1,263 | $5,336-76.3% | $5,150-75.5% | $12,270-89.7% |