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 | $79,970 | $100,073-20.1% | $85,126-6.1% | $145,877-45.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.47% | 84.11%-67.6pp | 66.63%-50.2pp | 551.28%-534.8pp |
| Employer contribution / active EE | $7,207 | $3,236+122.7% | $2,731+163.9% | $4,663+54.6% |
| Participant deferral / active EE | $16,603 | $5,294+213.6% | $4,523+267.1% | $6,691+148.2% |
| Admin fee / account holder | $20,519 | $7,261+182.6% | $6,160+233.1% | $13,402+53.1% |