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 | $95,489 | $99,995-4.5% | $85,063+12.3% | $145,978-34.6% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 10.98% | 83.99%-73.0pp | 66.54%-55.6pp | 550.52%-539.5pp |
| Employer contribution / active EE | $8,081 | $3,231+150.1% | $2,727+196.3% | $4,662+73.4% |
| Participant deferral / active EE | $7,343 | $5,295+38.7% | $4,523+62.4% | $6,690+9.8% |
| Admin fee / account holder | $2,854 | $7,255-60.7% | $6,155-53.6% | $13,400-78.7% |