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 | $126,713 | $175,257-27.7% | $149,717-15.4% | $139,456-9.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 14.25% | 166.70%-152.5pp | 134.41%-120.2pp | 373.45%-359.2pp |
| Employer contribution / active EE | $11,483 | $5,477+109.7% | $4,820+138.3% | $4,753+141.6% |
| Participant deferral / active EE | $7,524 | $6,521+15.4% | $5,682+32.4% | $6,711+12.1% |
| Admin fee / account holder | $4,779 | $16,156-70.4% | $13,213-63.8% | $11,407-58.1% |