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 | $125,804 | $108,911+15.5% | $100,392+25.3% | $145,884-13.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.30% | 58.23%-45.9pp | 49.45%-37.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $4,742 | $4,420+7.3% | $3,941+20.3% | $4,662+1.7% |
| Participant deferral / active EE | $19,176 | $8,459+126.7% | $8,090+137.0% | $6,690+186.7% |
| Admin fee / account holder | $34,429 | $9,698+255.0% | $7,904+335.6% | $13,392+157.1% |