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 | $110,067 | $107,363+2.5% | $92,909+18.5% | $152,897-28.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.38% | 145.63%-122.2pp | 109.44%-86.1pp | 345.43%-322.0pp |
| Employer contribution / active EE | $2,811 | $4,222-33.4% | $3,653-23.1% | $4,764-41.0% |
| Participant deferral / active EE | $3,208 | $4,848-33.8% | $4,238-24.3% | $5,851-45.2% |
| Admin fee / account holder | $535 | $7,082-92.4% | $5,795-90.8% | $11,599-95.4% |