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 | $71,833 | $115,810-38.0% | $101,271-29.1% | $158,966-54.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.93% | 56.15%-45.2pp | 46.48%-35.5pp | 302.95%-292.0pp |
| Employer contribution / active EE | $16,252 | $4,175+289.2% | $3,660+344.0% | $4,762+241.3% |
| Participant deferral / active EE | $6,923 | $4,958+39.6% | $4,371+58.4% | $5,983+15.7% |
| Admin fee / account holder | $3,346 | $7,248-53.8% | $5,948-43.7% | $11,250-70.3% |