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 | $100,149 | $102,638-2.4% | $81,982+22.2% | $158,982-37.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 9.96% | 61.05%-51.1pp | 41.31%-31.4pp | 302.99%-293.0pp |
| Employer contribution / active EE | $4,570 | $3,241+41.0% | $2,498+82.9% | $4,763-4.0% |
| Participant deferral / active EE | $7,631 | $4,649+64.1% | $3,722+105.0% | $5,983+27.5% |
| Admin fee / account holder | $890 | $8,237-89.2% | $5,665-84.3% | $11,252-92.1% |