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 | $116,489 | $114,119+2.1% | $107,187+8.7% | $138,895-16.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.17% | 273.21%-260.0pp | 204.55%-191.4pp | 145.39%-132.2pp |
| Employer contribution / active EE | $11,573 | $4,059+185.1% | $3,782+206.0% | $4,194+175.9% |
| Participant deferral / active EE | $5,065 | $5,538-8.5% | $5,096-0.6% | $6,396-20.8% |
| Admin fee / account holder | $24,679 | $10,024+146.2% | $9,162+169.4% | $12,562+96.5% |