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 | $117,699 | $102,422+14.9% | $147,117-20.0% | $80,959+45.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 21.79% | 135.16%-113.4pp | 420.54%-398.7pp | 35.67%-13.9pp |
| Employer contribution / active EE | $6,003 | $3,717+61.5% | $4,932+21.7% | $2,757+117.7% |
| Participant deferral / active EE | $6,555 | $6,652-1.5% | $8,065-18.7% | $4,300+52.4% |
| Admin fee / account holder | $14,074 | $7,953+77.0% | $12,993+8.3% | $6,925+103.2% |