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 | $138,301 | $107,368+28.8% | $92,915+48.8% | $152,909-9.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.94% | 145.64%-122.7pp | 109.45%-86.5pp | 345.46%-322.5pp |
| Employer contribution / active EE | $6,187 | $4,222+46.5% | $3,653+69.3% | $4,764+29.9% |
| Participant deferral / active EE | $4,359 | $4,848-10.1% | $4,238+2.9% | $5,851-25.5% |
| Admin fee / account holder | $5,317 | $7,082-24.9% | $5,796-8.3% | $11,601-54.2% |