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 | $130,329 | $124,346+4.8% | $111,308+17.1% | $167,536-22.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.98% | 37.45%-24.5pp | 54.67%-41.7pp | 478.82%-465.8pp |
| Employer contribution / active EE | $12,989 | $3,437+277.9% | $2,732+375.5% | $4,839+168.4% |
| Participant deferral / active EE | $10,198 | $5,182+96.8% | $4,487+127.3% | $6,342+60.8% |
| Admin fee / account holder | $1,239 | $10,621-88.3% | $7,965-84.4% | $12,315-89.9% |