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 | $96,728 | $107,368-9.9% | $92,915+4.1% | $152,909-36.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.46% | 145.64%-129.2pp | 109.45%-93.0pp | 345.46%-329.0pp |
| Employer contribution / active EE | $5,978 | $4,222+41.6% | $3,653+63.6% | $4,764+25.5% |
| Participant deferral / active EE | $1,472 | $4,848-69.6% | $4,238-65.3% | $5,851-74.8% |
| Admin fee / account holder | $945 | $7,082-86.7% | $5,796-83.7% | $11,601-91.9% |