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 | $130,990 | $154,209-15.1% | $130,062+0.7% | $139,487-6.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.68% | 32.52%-13.8pp | -137.37%+156.1pp | 373.84%-355.2pp |
| Employer contribution / active EE | $13,714 | $5,292+159.1% | $4,322+217.3% | $4,755+188.4% |
| Participant deferral / active EE | $12,565 | $6,709+87.3% | $5,821+115.9% | $6,713+87.2% |
| Admin fee / account holder | $384 | $13,988-97.3% | $10,601-96.4% | $11,407-96.6% |