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 | $112,798 | $112,935-0.1% | $90,970+24.0% | $158,966-29.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.35% | 215.79%-196.4pp | 134.58%-115.2pp | 302.95%-283.6pp |
| Employer contribution / active EE | $10,074 | $2,895+248.0% | $2,122+374.6% | $4,762+111.5% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,012 | $8,045-0.4% | $5,960+34.4% | $11,250-28.8% |