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 | $132,820 | $115,814+14.7% | $101,275+31.1% | $158,982-16.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.37% | 56.16%-42.8pp | 46.48%-33.1pp | 302.99%-289.6pp |
| Employer contribution / active EE | $5,200 | $4,176+24.5% | $3,660+42.1% | $4,763+9.2% |
| Participant deferral / active EE | $2,288 | $4,958-53.9% | $4,371-47.7% | $5,983-61.8% |
| Admin fee / account holder | $22,456 | $7,249+209.8% | $5,948+277.5% | $11,252+99.6% |