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 | $90,308 | $67,823+33.2% | $52,425+72.3% | $137,256-34.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.46% | 219.11%-200.6pp | 302.12%-283.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,488 | $1,163+199.9% | $914+281.5% | $4,156-16.1% |
| Participant deferral / active EE | $16,322 | $2,288+613.4% | $1,790+811.6% | $6,407+154.8% |
| Admin fee / account holder | $664 | $2,844-76.7% | $2,495-73.4% | $12,270-94.6% |