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 | $135,643 | $90,397+50.1% | $76,002+78.5% | $145,959-7.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.68% | 621.97%-612.3pp | 360.07%-350.4pp | 561.95%-552.3pp |
| Employer contribution / active EE | $9,358 | $3,317+182.1% | $2,688+248.1% | $4,661+100.8% |
| Participant deferral / active EE | $7,211 | $5,163+39.7% | $4,257+69.4% | $6,689+7.8% |
| Admin fee / account holder | $11,540 | $8,369+37.9% | $6,414+79.9% | $13,398-13.9% |