Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $102,125 | $125,778-18.8% | $114,563-10.9% | $154,746-34.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 19.72% | 295.14%-275.4pp | 241.09%-221.4pp | 172.34%-152.6pp |
| Employer contribution / active EE | $3,798 | $2,806+35.4% | $2,592+46.5% | $4,379-13.3% |
| Participant deferral / active EE | $11,450 | $4,445+157.6% | $4,142+176.4% | $6,730+70.1% |
| Admin fee / account holder | $442 | $8,190-94.6% | $7,623-94.2% | $14,365-96.9% |