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 | $120,705 | $104,924+15.0% | $84,623+42.6% | $152,885-21.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.37% | 373.82%-355.4pp | 258.77%-240.4pp | 345.39%-327.0pp |
| Employer contribution / active EE | $1,104 | $3,302-66.6% | $2,652-58.4% | $4,763-76.8% |
| Participant deferral / active EE | $1,089 | $4,689-76.8% | $3,899-72.1% | $5,851-81.4% |
| Admin fee / account holder | $1,426 | $6,242-77.2% | $4,913-71.0% | $11,598-87.7% |