Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $82,826 | $72,446+14.3% | $67,561+22.6% | $145,877-43.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.36% | 7211.98%-7197.6pp | 3525.44%-3511.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $8,670 | $3,072+182.2% | $2,735+217.0% | $4,663+85.9% |
| Participant deferral / active EE | $17,695 | $4,785+269.8% | $4,003+342.0% | $6,691+164.5% |
| Admin fee / account holder | $1,168 | $5,541-78.9% | $4,006-70.8% | $13,402-91.3% |