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 | $113,542 | $175,257-35.2% | $149,717-24.2% | $139,456-18.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.82% | 166.70%-148.9pp | 134.41%-116.6pp | 373.45%-355.6pp |
| Employer contribution / active EE | $9,024 | $5,477+64.8% | $4,820+87.2% | $4,753+89.9% |
| Participant deferral / active EE | $14,666 | $6,521+124.9% | $5,682+158.1% | $6,711+118.5% |
| Admin fee / account holder | $834 | $16,156-94.8% | $13,213-93.7% | $11,407-92.7% |