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 | $102,135 | $106,918-4.5% | $84,021+21.6% | $152,897-33.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 9.91% | 105.01%-95.1pp | 71.32%-61.4pp | 345.43%-335.5pp |
| Employer contribution / active EE | $1,685 | $2,735-38.4% | $1,984-15.0% | $4,764-64.6% |
| Participant deferral / active EE | $9,745 | $4,012+142.9% | $3,239+200.9% | $5,851+66.6% |
| Admin fee / account holder | $1,568 | $8,288-81.1% | $6,102-74.3% | $11,599-86.5% |