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 | $123,232 | $96,524+27.7% | $75,900+62.4% | $152,909-19.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 19.78% | 33.93%-14.2pp | 30.73%-11.0pp | 345.46%-325.7pp |
| Employer contribution / active EE | $5,044 | $3,311+52.4% | $2,501+101.7% | $4,764+5.9% |
| Participant deferral / active EE | $7,448 | $4,554+63.5% | $3,604+106.7% | $5,851+27.3% |
| Admin fee / account holder | $1,447 | $8,082-82.1% | $5,421-73.3% | $11,601-87.5% |