Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $122,510 | $101,618+20.6% | $93,063+31.6% | $137,256-10.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.90% | 223.95%-205.0pp | 34.15%-15.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $22,253 | $2,707+722.0% | $2,476+798.7% | $4,156+435.4% |
| Participant deferral / active EE | $12,033 | $4,279+181.2% | $3,958+204.0% | $6,407+87.8% |
| Admin fee / account holder | $1,980 | $6,198-68.1% | $6,033-67.2% | $12,270-83.9% |