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 | $113,626 | $134,817-15.7% | $123,973-8.3% | $155,188-26.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 23.66% | 515.49%-491.8pp | 388.13%-364.5pp | 148.84%-125.2pp |
| Employer contribution / active EE | $16,206 | $4,425+266.2% | $4,126+292.8% | $4,248+281.5% |
| Participant deferral / active EE | $3,370 | $5,706-40.9% | $5,247-35.8% | $6,531-48.4% |
| Admin fee / account holder | $37,433 | $13,245+182.6% | $11,799+217.3% | $14,480+158.5% |