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 | $118,900 | $102,422+16.1% | $147,117-19.2% | $80,959+46.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.42% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $3,015 | $3,717-18.9% | $4,932-38.9% | $2,757+9.4% |
| Participant deferral / active EE | $6,160 | $6,652-7.4% | $8,065-23.6% | $4,300+43.2% |
| Admin fee / account holder | $7,785 | $7,953-2.1% | $12,993-40.1% | $6,925+12.4% |