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 | $112,695 | $125,184-10.0% | $105,607+6.7% | $145,884-22.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.09% | 225.00%-212.9pp | 116.11%-104.0pp | 551.85%-539.8pp |
| Employer contribution / active EE | $6,824 | $3,720+83.5% | $3,167+115.5% | $4,662+46.4% |
| Participant deferral / active EE | $6,401 | $5,714+12.0% | $5,011+27.7% | $6,690-4.3% |
| Admin fee / account holder | $3,185 | $17,133-81.4% | $10,958-70.9% | $13,392-76.2% |