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 | $118,753 | $89,370+32.9% | $141,197-15.9% | $72,976+62.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.62% | 111.88%-90.3pp | 71.41%-49.8pp | 81.02%-59.4pp |
| Employer contribution / active EE | $7,125 | $3,115+128.7% | $4,736+50.4% | $2,440+192.0% |
| Participant deferral / active EE | $5,761 | $5,419+6.3% | $6,710-14.1% | $3,608+59.7% |
| Admin fee / account holder | $27,819 | $5,957+367.0% | $10,265+171.0% | $5,124+442.9% |