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 | $97,189 | $225,673-56.9% | $203,872-52.3% | $155,188-37.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.63% | 95.91%-81.3pp | 85.11%-70.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $13,173 | $4,099+221.4% | $3,757+250.6% | $4,248+210.1% |
| Participant deferral / active EE | $13,909 | $6,893+101.8% | $6,388+117.8% | $6,531+113.0% |
| Admin fee / account holder | $1,684 | $12,327-86.3% | $11,730-85.6% | $14,480-88.4% |