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 | $115,270 | $102,638+12.3% | $81,982+40.6% | $158,982-27.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 11.04% | 61.05%-50.0pp | 41.31%-30.3pp | 302.99%-291.9pp |
| Employer contribution / active EE | $9,136 | $3,241+181.9% | $2,498+265.7% | $4,763+91.8% |
| Participant deferral / active EE | $6,159 | $4,649+32.5% | $3,722+65.5% | $5,983+2.9% |
| Admin fee / account holder | $1,693 | $8,237-79.5% | $5,665-70.1% | $11,252-85.0% |