Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $110,943 | $114,119-2.8% | $107,187+3.5% | $138,895-20.1% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 14.36% | 273.21%-258.8pp | 204.55%-190.2pp | 145.39%-131.0pp |
| Employer contribution / active EE | $10,174 | $4,059+150.7% | $3,782+169.0% | $4,194+142.6% |
| Participant deferral / active EE | $5,270 | $5,538-4.8% | $5,096+3.4% | $6,396-17.6% |
| Admin fee / account holder | $12,682 | $10,024+26.5% | $9,162+38.4% | $12,562+1.0% |