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 | $139,536 | $107,941+29.3% | $91,994+51.7% | $152,897-8.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 67.20% | 89.28%-22.1pp | 69.04%-1.8pp | 345.43%-278.2pp |
| Employer contribution / active EE | $2,694 | $4,212-36.0% | $3,453-22.0% | $4,764-43.4% |
| Participant deferral / active EE | $7,599 | $6,366+19.4% | $5,924+28.3% | $5,851+29.9% |
| Admin fee / account holder | $552 | $10,521-94.8% | $7,744-92.9% | $11,599-95.2% |