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 | $102,938-0.8% | $94,105+8.5% | $138,895-26.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 19.72% | 250.28%-230.6pp | 204.55%-184.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $3,798 | $2,732+39.0% | $2,504+51.7% | $4,194-9.4% |
| Participant deferral / active EE | $11,450 | $4,196+172.9% | $3,881+195.0% | $6,396+79.0% |
| Admin fee / account holder | $442 | $6,600-93.3% | $6,199-92.9% | $12,562-96.5% |