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 | $103,834 | $107,363-3.3% | $92,909+11.8% | $152,897-32.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.51% | 145.63%-125.1pp | 109.44%-88.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $3,338 | $4,222-20.9% | $3,653-8.6% | $4,764-29.9% |
| Participant deferral / active EE | $10,458 | $4,848+115.7% | $4,238+146.8% | $5,851+78.7% |
| Admin fee / account holder | $6,893 | $7,082-2.7% | $5,795+18.9% | $11,599-40.6% |