Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $115,563 | $112,935+2.3% | $90,970+27.0% | $158,966-27.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.33% | 215.79%-208.5pp | 134.58%-127.3pp | 302.95%-295.6pp |
| Employer contribution / active EE | $18,494 | $2,895+538.9% | $2,122+771.3% | $4,762+288.3% |
| Participant deferral / active EE | $14,610 | $4,129+253.9% | $3,373+333.1% | $5,983+144.2% |
| Admin fee / account holder | $613 | $8,045-92.4% | $5,960-89.7% | $11,250-94.6% |