Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $88,590 | $67,823+30.6% | $52,425+69.0% | $137,256-35.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 13.41% | 219.11%-205.7pp | 302.12%-288.7pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,944 | $1,163+239.2% | $914+331.4% | $4,156-5.1% |
| Participant deferral / active EE | $6,453 | $2,288+182.1% | $1,790+260.4% | $6,407+0.7% |
| Admin fee / account holder | $3,745 | $2,844+31.7% | $2,495+50.1% | $12,270-69.5% |