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 | $99,465 | $112,933-11.9% | $90,970+9.3% | $158,982-37.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.18% | 215.82%-201.6pp | 134.60%-120.4pp | 302.99%-288.8pp |
| Employer contribution / active EE | $6,935 | $2,893+139.7% | $2,122+226.9% | $4,763+45.6% |
| Participant deferral / active EE | $6,080 | $4,128+47.3% | $3,373+80.3% | $5,983+1.6% |
| Admin fee / account holder | $2,690 | $8,047-66.6% | $5,961-54.9% | $11,252-76.1% |