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 | $95,361 | $107,368-11.2% | $92,915+2.6% | $152,909-37.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.88% | 145.64%-123.8pp | 109.45%-87.6pp | 345.46%-323.6pp |
| Employer contribution / active EE | $3,501 | $4,222-17.1% | $3,653-4.2% | $4,764-26.5% |
| Participant deferral / active EE | $6,465 | $4,848+33.3% | $4,238+52.5% | $5,851+10.5% |
| Admin fee / account holder | $5,386 | $7,082-24.0% | $5,796-7.1% | $11,601-53.6% |