Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $100,896 | $95,601+5.5% | $77,183+30.7% | $139,456-27.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 27.73% | 54.96%-27.2pp | 37.89%-10.2pp | 373.45%-345.7pp |
| Employer contribution / active EE | $13,200 | $3,145+319.7% | $2,534+421.0% | $4,753+177.7% |
| Participant deferral / active EE | $25,800 | $4,623+458.1% | $3,833+573.2% | $6,711+284.4% |
| Admin fee / account holder | $1,884 | $8,302-77.3% | $5,475-65.6% | $11,407-83.5% |