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 | $96,763 | $70,366+37.5% | $66,674+45.1% | $138,895-30.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.35% | 386.41%-367.1pp | 321.24%-301.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $7,524 | $2,765+172.1% | $2,620+187.2% | $4,194+79.4% |
| Participant deferral / active EE | $5,997 | $4,374+37.1% | $4,084+46.8% | $6,396-6.2% |
| Admin fee / account holder | $2,960 | $5,262-43.8% | $5,098-41.9% | $12,562-76.4% |