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 | $123,022 | $111,535+10.3% | $105,223+16.9% | $137,256-10.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.72% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $9,251 | $3,939+134.8% | $3,689+150.8% | $4,156+122.6% |
| Participant deferral / active EE | $6,905 | $5,500+25.5% | $5,072+36.1% | $6,407+7.8% |
| Admin fee / account holder | $8,147 | $9,721-16.2% | $8,859-8.0% | $12,270-33.6% |