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 | $128,981 | $101,618+26.9% | $93,063+38.6% | $137,256-6.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.18% | 223.95%-210.8pp | 34.15%-21.0pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,919 | $2,707-29.1% | $2,476-22.5% | $4,156-53.8% |
| Participant deferral / active EE | $1,919 | $4,279-55.2% | $3,958-51.5% | $6,407-70.0% |
| Admin fee / account holder | $4,560 | $6,198-26.4% | $6,033-24.4% | $12,270-62.8% |