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 | $84,294 | $104,106-19.0% | $71,086+18.6% | $135,382-37.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 8.25% | 1256.30%-1248.0pp | 650.59%-642.3pp | 519.77%-511.5pp |
| Employer contribution / active EE | $6,260 | $1,485+321.5% | $1,088+475.5% | $4,779+31.0% |
| Participant deferral / active EE | $4,900 | $2,527+93.9% | $1,874+161.4% | $5,609-12.6% |
| Admin fee / account holder | $431 | $4,142-89.6% | $3,082-86.0% | $10,829-96.0% |