Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $65,874 | $102,595-35.8% | $94,057-30.0% | $154,746-57.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.11% | 583.42%-565.3pp | 480.62%-462.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $6,066 | $3,147+92.7% | $2,933+106.8% | $4,379+38.5% |
| Participant deferral / active EE | $14,326 | $5,118+179.9% | $4,709+204.2% | $6,730+112.8% |
| Admin fee / account holder | $4,672 | $7,736-39.6% | $7,244-35.5% | $14,365-67.5% |