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 | $101,577 | $98,766+2.8% | $149,730-32.2% | $79,852+27.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.19% | 27.43%-2.2pp | 276.70%-251.5pp | 31.72%-6.5pp |
| Employer contribution / active EE | $7,200 | $3,217+123.8% | $4,645+55.0% | $2,471+191.4% |
| Participant deferral / active EE | $8,944 | $5,681+57.4% | $6,843+30.7% | $3,740+139.1% |
| Admin fee / account holder | $11,949 | $6,052+97.4% | $9,310+28.3% | $5,306+125.2% |