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 | $131,741 | $111,535+18.1% | $105,223+25.2% | $137,256-4.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.11% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $22,949 | $3,939+482.6% | $3,689+522.2% | $4,156+452.2% |
| Participant deferral / active EE | $6,392 | $5,500+16.2% | $5,072+26.0% | $6,407-0.2% |
| Admin fee / account holder | $1,266 | $9,721-87.0% | $8,859-85.7% | $12,270-89.7% |