Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $107,353 | $102,429+4.8% | $147,096-27.0% | $80,925+32.7% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 16.08% | 135.02%-118.9pp | 419.75%-403.7pp | 35.65%-19.6pp |
| Employer contribution / active EE | $15,112 | $3,716+306.7% | $4,936+206.2% | $2,756+448.3% |
| Participant deferral / active EE | $19,976 | $6,649+200.5% | $8,071+147.5% | $4,299+364.7% |
| Admin fee / account holder | $12,774 | $7,957+60.5% | $13,005-1.8% | $6,940+84.1% |