Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $110,625 | $185,883-40.5% | $170,043-34.9% | $139,466-20.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.61% | 60.54%-38.9pp | 53.40%-31.8pp | 373.66%-352.1pp |
| Employer contribution / active EE | $12,503 | $7,596+64.6% | $6,790+84.1% | $4,754+163.0% |
| Participant deferral / active EE | $12,628 | $11,626+8.6% | $10,410+21.3% | $6,712+88.1% |
| Admin fee / account holder | $15,141 | $15,393-1.6% | $12,824+18.1% | $11,409+32.7% |