Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $145,946 | $103,000+41.7% | $90,300+61.6% | $152,885-4.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.04% | 95.19%-76.2pp | 78.11%-59.1pp | 345.39%-326.4pp |
| Employer contribution / active EE | $3,216 | $3,138+2.5% | $2,854+12.7% | $4,763-32.5% |
| Participant deferral / active EE | $8,232 | $4,281+92.3% | $3,884+111.9% | $5,851+40.7% |
| Admin fee / account holder | $3,710 | $6,173-39.9% | $5,353-30.7% | $11,598-68.0% |