Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $109,737 | $88,815+23.6% | $81,882+34.0% | $145,897-24.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 12.40% | 1033.75%-1021.3pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,000 | $3,086-35.2% | $2,916-31.4% | $4,663-57.1% |
| Participant deferral / active EE | $9,259 | $4,647+99.2% | $4,323+114.2% | $6,689+38.4% |
| Admin fee / account holder | $14,019 | $8,434+66.2% | $7,360+90.5% | $13,390+4.7% |