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 | $108,461 | $102,978+5.3% | $90,287+20.1% | $152,870-29.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.86% | 95.17%-73.3pp | 78.10%-56.2pp | 345.34%-323.5pp |
| Employer contribution / active EE | $4,526 | $3,139+44.2% | $2,855+58.6% | $4,763-5.0% |
| Participant deferral / active EE | $1,992 | $4,281-53.5% | $3,885-48.7% | $5,850-65.9% |
| Admin fee / account holder | $6,330 | $6,171+2.6% | $5,351+18.3% | $11,597-45.4% |