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 | $99,910 | $102,422-2.5% | $147,117-32.1% | $80,959+23.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.90% | 135.16%-115.3pp | 420.54%-400.6pp | 35.67%-15.8pp |
| Employer contribution / active EE | $13,290 | $3,717+257.5% | $4,932+169.4% | $2,757+382.0% |
| Participant deferral / active EE | $11,696 | $6,652+75.8% | $8,065+45.0% | $4,300+172.0% |
| Admin fee / account holder | $3,624 | $7,953-54.4% | $12,993-72.1% | $6,925-47.7% |