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 | $136,521 | $109,908+24.2% | $97,161+40.5% | $145,978-6.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 24.22% | 243.80%-219.6pp | 75.36%-51.1pp | 550.52%-526.3pp |
| Employer contribution / active EE | $4,953 | $3,077+60.9% | $2,723+81.9% | $4,662+6.2% |
| Participant deferral / active EE | $3,202 | $4,679-31.6% | $4,265-24.9% | $6,690-52.1% |
| Admin fee / account holder | $9,135 | $6,213+47.0% | $5,647+61.8% | $13,400-31.8% |