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 | $73,052 | $148,623-50.8% | $135,974-46.3% | $139,466-47.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.29% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,817 | $5,246-65.4% | $4,859-62.6% | $4,754-61.8% |
| Participant deferral / active EE | $24,896 | $8,103+207.3% | $7,760+220.8% | $6,712+270.9% |
| Admin fee / account holder | $3,715 | $12,406-70.1% | $10,767-65.5% | $11,409-67.4% |