Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,001 | $134,817-50.3% | $123,973-46.0% | $155,188-56.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.49% | 515.49%-501.0pp | 388.13%-373.6pp | 148.84%-134.4pp |
| Employer contribution / active EE | $22,610 | $4,425+410.9% | $4,126+448.0% | $4,248+432.3% |
| Participant deferral / active EE | $13,714 | $5,706+140.3% | $5,247+161.4% | $6,531+110.0% |
| Admin fee / account holder | $6,732 | $13,245-49.2% | $11,799-42.9% | $14,480-53.5% |