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 | $117,066 | $175,259-33.2% | $149,723-21.8% | $139,487-16.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.25% | 166.82%-150.6pp | 134.50%-118.3pp | 373.84%-357.6pp |
| Employer contribution / active EE | $7,473 | $5,478+36.4% | $4,821+55.0% | $4,755+57.2% |
| Participant deferral / active EE | $6,355 | $6,522-2.6% | $5,682+11.8% | $6,713-5.3% |
| Admin fee / account holder | $561 | $16,158-96.5% | $13,215-95.8% | $11,407-95.1% |