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 | $56,665 | $102,595-44.8% | $94,057-39.8% | $154,746-63.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.80% | 583.42%-567.6pp | 480.62%-464.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $16,179 | $3,147+414.1% | $2,933+451.6% | $4,379+269.5% |
| Participant deferral / active EE | $38,796 | $5,118+658.0% | $4,709+723.8% | $6,730+476.4% |
| Admin fee / account holder | $1,966 | $7,736-74.6% | $7,244-72.9% | $14,365-86.3% |