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 | $56,321 | $97,765-42.4% | $103,486-45.6% | $145,884-61.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.61% | 25.44%-8.8pp | 23.93%-7.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $12,577 | $4,687+168.3% | $4,679+168.8% | $4,662+169.8% |
| Participant deferral / active EE | $8,917 | $6,606+35.0% | $6,628+34.5% | $6,690+33.3% |
| Admin fee / account holder | $811 | $12,505-93.5% | $9,354-91.3% | $13,392-93.9% |