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 | $103,912 | $111,785-7.0% | $93,669+10.9% | $145,877-28.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.61% | 203.79%-192.2pp | 133.59%-122.0pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,377 | $3,096-23.2% | $2,424-1.9% | $4,663-49.0% |
| Participant deferral / active EE | $7,351 | $4,919+49.5% | $4,416+66.5% | $6,691+9.9% |
| Admin fee / account holder | $797 | $10,256-92.2% | $8,291-90.4% | $13,402-94.1% |