Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $77,919 | $79,633-2.2% | $93,786-16.9% | $68,490+13.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | 631.37% | -0.10%+631.5pp | -11.32%+642.7pp | -7.85%+639.2pp |
| Employer contribution / active EE | $9,980 | $3,665+172.3% | $4,328+130.6% | $2,597+284.3% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,100-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,409 | $6,871-50.4% | $7,184-52.5% | $5,403-36.9% |