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 | $115,417 | $102,385+12.7% | $147,080-21.5% | $80,935+42.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.50% | 135.09%-115.6pp | 420.17%-400.7pp | 35.66%-16.2pp |
| Employer contribution / active EE | $9,418 | $3,717+153.4% | $4,933+90.9% | $2,757+241.6% |
| Participant deferral / active EE | $13,496 | $6,651+102.9% | $8,066+67.3% | $4,299+213.9% |
| Admin fee / account holder | $2,182 | $7,951-72.6% | $12,989-83.2% | $6,924-68.5% |