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 | $136,994 | $109,411+25.2% | $89,435+53.2% | $158,982-13.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 23.75% | 345.68%-321.9pp | 245.55%-221.8pp | 302.99%-279.2pp |
| Employer contribution / active EE | $10,450 | $3,173+229.4% | $2,587+303.9% | $4,763+119.4% |
| Participant deferral / active EE | $9,074 | $4,600+97.3% | $3,890+133.2% | $5,983+51.6% |
| Admin fee / account holder | $358 | $6,159-94.2% | $4,884-92.7% | $11,252-96.8% |