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 | $93,625 | $166,242-43.7% | $165,071-43.3% | $145,884-35.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.42% | 100.44%-78.0pp | 70.17%-47.8pp | 551.85%-529.4pp |
| Employer contribution / active EE | $12,034 | $5,283+127.8% | $4,347+176.8% | $4,662+158.1% |
| Participant deferral / active EE | $8,371 | $6,964+20.2% | $6,035+38.7% | $6,690+25.1% |
| Admin fee / account holder | $997 | $16,658-94.0% | $12,695-92.1% | $13,392-92.6% |