Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $84,737 | $183,539-53.8% | $155,556-45.5% | $145,897-41.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.13% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $18,493 | $5,315+247.9% | $4,675+295.5% | $4,663+296.6% |
| Participant deferral / active EE | $15,511 | $6,467+139.8% | $5,631+175.5% | $6,689+131.9% |
| Admin fee / account holder | $916 | $19,275-95.2% | $15,885-94.2% | $13,390-93.2% |