Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $99,109 | $95,664+3.6% | $76,902+28.9% | $139,487-28.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.43% | 55.03%-43.6pp | 37.91%-26.5pp | 373.84%-362.4pp |
| Employer contribution / active EE | $1,879 | $3,147-40.3% | $2,534-25.9% | $4,755-60.5% |
| Participant deferral / active EE | $10,868 | $4,626+134.9% | $3,833+183.5% | $6,713+61.9% |
| Admin fee / account holder | $23,904 | $8,311+187.6% | $5,479+336.3% | $11,407+109.6% |