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 | $105,534 | $166,131-36.5% | $164,975-36.0% | $145,877-27.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.07% | 100.37%-91.3pp | 70.12%-61.0pp | 551.28%-542.2pp |
| Employer contribution / active EE | $14,284 | $5,276+170.7% | $4,343+228.9% | $4,663+206.3% |
| Participant deferral / active EE | $9,339 | $6,962+34.1% | $6,033+54.8% | $6,691+39.6% |
| Admin fee / account holder | $3,441 | $16,648-79.3% | $12,688-72.9% | $13,402-74.3% |