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 | $112,924 | $108,685+3.9% | $74,719+51.1% | $152,885-26.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 18.25% | 114.09%-95.8pp | 753.05%-734.8pp | 345.39%-327.1pp |
| Employer contribution / active EE | $2,119 | $1,504+40.9% | $1,084+95.5% | $4,763-55.5% |
| Participant deferral / active EE | $7,818 | $2,712+188.3% | $1,963+298.2% | $5,851+33.6% |
| Admin fee / account holder | $1,208 | $4,905-75.4% | $3,334-63.8% | $11,598-89.6% |