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 | $94,821 | $102,616-7.6% | $81,981+15.7% | $158,931-40.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 25.07% | 61.05%-36.0pp | 41.31%-16.2pp | 302.86%-277.8pp |
| Employer contribution / active EE | $8,165 | $3,240+152.0% | $2,498+226.8% | $4,761+71.5% |
| Participant deferral / active EE | $10,758 | $4,648+131.4% | $3,722+189.0% | $5,982+79.8% |
| Admin fee / account holder | $6,139 | $8,236-25.5% | $5,664+8.4% | $11,247-45.4% |