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 | $113,119 | $100,060+13.1% | $149,721-24.4% | $70,126+61.3% |
| Participation rate | 93.3% | 83.6%+9.8pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 23.19% | 27.46%-4.3pp | 1501.67%-1478.5pp | 73.15%-50.0pp |
| Employer contribution / active EE | $6,093 | $3,661+66.4% | $5,444+11.9% | $2,343+160.1% |
| Participant deferral / active EE | $16,259 | $4,982+226.4% | $6,568+147.5% | $3,332+388.0% |
| Admin fee / account holder | $7,057 | $8,285-14.8% | $11,282-37.5% | $4,645+51.9% |