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 | $154,109 | $124,346+23.9% | $111,306+38.5% | $167,553-8.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.23% | 37.46%-21.2pp | 54.67%-38.4pp | 478.89%-462.7pp |
| Employer contribution / active EE | $10,714 | $3,438+211.7% | $2,732+292.2% | $4,840+121.4% |
| Participant deferral / active EE | $10,094 | $5,182+94.8% | $4,488+124.9% | $6,343+59.1% |
| Admin fee / account holder | $10,058 | $10,623-5.3% | $7,966+26.3% | $12,316-18.3% |