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 | $98,641 | $197,625-50.1% | $177,840-44.5% | $158,966-37.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.41% | 58.76%-43.4pp | 48.32%-32.9pp | 302.95%-287.5pp |
| Employer contribution / active EE | $9,689 | $6,698+44.7% | $5,919+63.7% | $4,762+103.5% |
| Participant deferral / active EE | $6,762 | $8,405-19.5% | $7,714-12.3% | $5,983+13.0% |
| Admin fee / account holder | $52,713 | $15,405+242.2% | $12,431+324.1% | $11,250+368.6% |