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 | $115,409 | $175,231-34.1% | $149,696-22.9% | $139,466-17.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.12% | 166.77%-153.6pp | 134.46%-121.3pp | 373.66%-360.5pp |
| Employer contribution / active EE | $17,963 | $5,478+227.9% | $4,821+272.6% | $4,754+277.9% |
| Participant deferral / active EE | $15,023 | $6,521+130.4% | $5,682+164.4% | $6,712+123.8% |
| Admin fee / account holder | $4,503 | $16,155-72.1% | $13,212-65.9% | $11,409-60.5% |