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 | $100,227 | $105,210-4.7% | $159,487-37.2% | $85,851+16.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.96% | 45.08%-31.1pp | 263.71%-249.7pp | 318.63%-304.7pp |
| Employer contribution / active EE | $2,825 | $3,319-14.9% | $4,831-41.5% | $2,565+10.1% |
| Participant deferral / active EE | $5,297 | $5,946-10.9% | $7,354-28.0% | $3,952+34.0% |
| Admin fee / account holder | $1,200 | $6,934-82.7% | $10,804-88.9% | $6,261-80.8% |