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 | $114,215 | $169,361-32.6% | $129,397-11.7% | $145,877-21.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.45% | 14395.54%-14385.1pp | 9453.98%-9443.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $6,750 | $5,542+21.8% | $4,154+62.5% | $4,663+44.8% |
| Participant deferral / active EE | $11,473 | $4,987+130.0% | $4,167+175.3% | $6,691+71.5% |
| Admin fee / account holder | $993 | $9,903-90.0% | $7,679-87.1% | $13,402-92.6% |