Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $84,994 | $72,396+17.4% | $67,511+25.9% | $145,959-41.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.72% | 7194.07%-7179.4pp | 3517.41%-3502.7pp | 561.95%-547.2pp |
| Employer contribution / active EE | $4,632 | $3,071+50.8% | $2,733+69.5% | $4,661-0.6% |
| Participant deferral / active EE | $13,819 | $4,781+189.0% | $4,000+245.4% | $6,689+106.6% |
| Admin fee / account holder | $336 | $5,538-93.9% | $3,999-91.6% | $13,398-97.5% |