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 | $79,344 | $148,558-46.6% | $135,925-41.6% | $139,427-43.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.52% | 79.22%-58.7pp | 68.25%-47.7pp | 373.27%-352.8pp |
| Employer contribution / active EE | $13,334 | $5,244+154.3% | $4,857+174.5% | $4,752+180.6% |
| Participant deferral / active EE | $22,361 | $8,101+176.0% | $7,759+188.2% | $6,711+233.2% |
| Admin fee / account holder | $7,862 | $12,401-36.6% | $10,764-27.0% | $11,404-31.1% |