Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $103,723 | $111,535-7.0% | $105,223-1.4% | $137,256-24.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.20% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,652 | $3,939+18.1% | $3,689+26.1% | $4,156+11.9% |
| Participant deferral / active EE | $6,565 | $5,500+19.4% | $5,072+29.4% | $6,407+2.5% |
| Admin fee / account holder | $461 | $9,721-95.3% | $8,859-94.8% | $12,270-96.2% |