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 | $87,401 | $102,385-14.6% | $147,080-40.6% | $80,935+8.0% |
| Participation rate | 82.1% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.5pp |
| Annual return | 18.16% | 135.09%-116.9pp | 420.17%-402.0pp | 35.66%-17.5pp |
| Employer contribution / active EE | $13,014 | $3,717+250.1% | $4,933+163.8% | $2,757+372.1% |
| Participant deferral / active EE | $15,567 | $6,651+134.1% | $8,066+93.0% | $4,299+262.1% |
| Admin fee / account holder | $1,660 | $7,951-79.1% | $12,989-87.2% | $6,924-76.0% |