Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,457 | $115,810-65.1% | $101,271-60.1% | $158,966-74.5% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 17.06% | 56.15%-39.1pp | 46.48%-29.4pp | 302.95%-285.9pp |
| Employer contribution / active EE | $11,016 | $4,175+163.8% | $3,660+201.0% | $4,762+131.3% |
| Participant deferral / active EE | $6,818 | $4,958+37.5% | $4,371+56.0% | $5,983+13.9% |
| Admin fee / account holder | $4,003 | $7,248-44.8% | $5,948-32.7% | $11,250-64.4% |