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 | $92,294 | $58,275+58.4% | $81,844+12.8% | $80,935+14.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.86% | 41.82%-28.0pp | 778.87%-765.0pp | 35.66%-21.8pp |
| Employer contribution / active EE | $6,010 | $2,346+156.2% | $2,916+106.1% | $2,757+118.0% |
| Participant deferral / active EE | $11,822 | $3,285+259.8% | $4,323+173.4% | $4,299+175.0% |
| Admin fee / account holder | $2,747 | $4,749-42.2% | $7,355-62.7% | $6,924-60.3% |