Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $122,343 | $100,203+22.1% | $85,240+43.5% | $145,897-16.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 84.28%-72.0pp | 66.75%-54.4pp | 552.29%-540.0pp |
| Employer contribution / active EE | $5,366 | $3,242+65.5% | $2,735+96.2% | $4,663+15.1% |
| Participant deferral / active EE | $9,221 | $5,299+74.0% | $4,527+103.7% | $6,689+37.9% |
| Admin fee / account holder | $523 | $7,265-92.8% | $6,165-91.5% | $13,390-96.1% |