Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $95,322 | $109,344-12.8% | $89,400+6.6% | $158,950-40.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.93% | 345.73%-333.8pp | 245.64%-233.7pp | 302.91%-291.0pp |
| Employer contribution / active EE | $6,436 | $3,170+103.0% | $2,586+148.9% | $4,762+35.2% |
| Participant deferral / active EE | $7,797 | $4,599+69.5% | $3,890+100.4% | $5,983+30.3% |
| Admin fee / account holder | $12,372 | $6,154+101.0% | $4,882+153.4% | $11,248+10.0% |