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 | $78,882 | $165,361-52.3% | $149,715-47.3% | $158,950-50.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.53% | 348.24%-339.7pp | 276.66%-268.1pp | 302.91%-294.4pp |
| Employer contribution / active EE | $17,116 | $5,103+235.4% | $4,645+268.5% | $4,762+259.4% |
| Participant deferral / active EE | $12,973 | $7,182+80.6% | $6,842+89.6% | $5,983+116.8% |
| Admin fee / account holder | $4,785 | $10,808-55.7% | $9,310-48.6% | $11,248-57.5% |