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 | $122,285 | $183,539-33.4% | $155,556-21.4% | $145,897-16.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.13% | 61.31%-52.2pp | 64.84%-55.7pp | 552.29%-543.2pp |
| Employer contribution / active EE | $11,286 | $5,315+112.3% | $4,675+141.4% | $4,663+142.0% |
| Participant deferral / active EE | $6,908 | $6,467+6.8% | $5,631+22.7% | $6,689+3.3% |
| Admin fee / account holder | $957 | $19,275-95.0% | $15,885-94.0% | $13,390-92.9% |