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 | $104,075 | $100,073+4.0% | $85,126+22.3% | $145,877-28.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.70% | 84.11%-70.4pp | 66.63%-52.9pp | 551.28%-537.6pp |
| Employer contribution / active EE | $4,488 | $3,236+38.7% | $2,731+64.3% | $4,663-3.8% |
| Participant deferral / active EE | $9,828 | $5,294+85.6% | $4,523+117.3% | $6,691+46.9% |
| Admin fee / account holder | $1,911 | $7,261-73.7% | $6,160-69.0% | $13,402-85.7% |