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 | $134,955 | $132,099+2.2% | $115,599+16.7% | $138,895-2.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 16.73% | 176.76%-160.0pp | 111.10%-94.4pp | 145.39%-128.7pp |
| Employer contribution / active EE | $7,461 | $3,416+118.4% | $2,955+152.4% | $4,194+77.9% |
| Participant deferral / active EE | $6,421 | $5,617+14.3% | $4,889+31.3% | $6,396+0.4% |
| Admin fee / account holder | $5,577 | $15,650-64.4% | $12,841-56.6% | $12,562-55.6% |