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 | $62,553 | $105,145-40.5% | $94,664-33.9% | $139,466-55.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.50% | 38.09%-22.6pp | 156.84%-141.3pp | 373.66%-358.2pp |
| Employer contribution / active EE | $6,030 | $4,107+46.8% | $3,673+64.2% | $4,754+26.8% |
| Participant deferral / active EE | $15,967 | $7,599+110.1% | $7,417+115.3% | $6,712+137.9% |
| Admin fee / account holder | $9,573 | $8,972+6.7% | $7,222+32.6% | $11,409-16.1% |