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 | $108,959 | $129,737-16.0% | $119,126-8.5% | $154,746-29.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.19% | 379.08%-365.9pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,609 | $4,375-17.5% | $4,034-10.5% | $4,379-17.6% |
| Participant deferral / active EE | $6,574 | $5,842+12.5% | $5,318+23.6% | $6,730-2.3% |
| Admin fee / account holder | $29,278 | $11,961+144.8% | $10,693+173.8% | $14,365+103.8% |