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 | $127,884 | $101,618+25.8% | $93,063+37.4% | $137,256-6.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.63% | 223.95%-211.3pp | 34.15%-21.5pp | 220.34%-207.7pp |
| Employer contribution / active EE | $12,720 | $2,707+369.9% | $2,476+413.7% | $4,156+206.1% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,701 | $6,198-24.2% | $6,033-22.1% | $12,270-61.7% |