Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $112,937 | $111,878+0.9% | $93,727+20.5% | $145,897-22.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.64% | 204.28%-193.6pp | 133.83%-123.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,719 | $3,092-44.4% | $2,421-29.0% | $4,663-63.1% |
| Participant deferral / active EE | $16,000 | $4,920+225.2% | $4,417+262.2% | $6,689+139.2% |
| Admin fee / account holder | $921 | $10,256-91.0% | $8,292-88.9% | $13,390-93.1% |