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 | $131,605 | $109,967+19.7% | $97,197+35.4% | $145,877-9.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.79% | 244.27%-224.5pp | 75.47%-55.7pp | 551.28%-531.5pp |
| Employer contribution / active EE | $2,443 | $3,077-20.6% | $2,723-10.3% | $4,663-47.6% |
| Participant deferral / active EE | $4,609 | $4,676-1.4% | $4,263+8.1% | $6,691-31.1% |
| Admin fee / account holder | $713 | $6,199-88.5% | $5,637-87.4% | $13,402-94.7% |