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 | $115,897 | $105,200+10.2% | $159,474-27.3% | $85,847+35.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 51.88% | 45.08%+6.8pp | 263.68%-211.8pp | 318.61%-266.7pp |
| Employer contribution / active EE | $6,210 | $3,319+87.1% | $4,831+28.6% | $2,565+142.1% |
| Participant deferral / active EE | $7,095 | $5,946+19.3% | $7,353-3.5% | $3,952+79.5% |
| Admin fee / account holder | $10,043 | $6,934+44.8% | $10,802-7.0% | $6,261+60.4% |