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 | $72,514 | $149,040-51.3% | $120,225-39.7% | $137,256-47.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.90% | 605.68%-588.8pp | 439.23%-422.3pp | 220.34%-203.4pp |
| Employer contribution / active EE | $5,615 | $4,350+29.1% | $3,475+61.6% | $4,156+35.1% |
| Participant deferral / active EE | $12,930 | $4,655+177.8% | $3,999+223.4% | $6,407+101.8% |
| Admin fee / account holder | $458 | $6,348-92.8% | $5,696-92.0% | $12,270-96.3% |