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 | $121,973 | $98,766+23.5% | $149,730-18.5% | $79,852+52.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.54% | 27.43%-8.9pp | 276.70%-258.2pp | 31.72%-13.2pp |
| Employer contribution / active EE | $7,851 | $3,217+144.1% | $4,645+69.0% | $2,471+217.7% |
| Participant deferral / active EE | $6,038 | $5,681+6.3% | $6,843-11.8% | $3,740+61.4% |
| Admin fee / account holder | $886 | $6,052-85.4% | $9,310-90.5% | $5,306-83.3% |