Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,397 | $49,897+19.0% | $80,648-26.3% | $75,177-21.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 28.40% | 34.68%-6.3pp | 937.21%-908.8pp | 160.75%-132.4pp |
| Employer contribution / active EE | $17,946 | $1,699+956.3% | $2,724+558.9% | $2,671+571.9% |
| Participant deferral / active EE | $12,882 | $2,992+330.6% | $4,443+189.9% | $4,126+212.2% |
| Admin fee / account holder | $2,852 | $3,579-20.3% | $5,382-47.0% | $5,651-49.5% |