Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $107,203 | $132,099-18.8% | $115,599-7.3% | $138,895-22.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.78% | 176.76%-161.0pp | 111.10%-95.3pp | 145.39%-129.6pp |
| Employer contribution / active EE | $7,141 | $3,416+109.1% | $2,955+141.6% | $4,194+70.3% |
| Participant deferral / active EE | $16,242 | $5,617+189.2% | $4,889+232.2% | $6,396+153.9% |
| Admin fee / account holder | $1,224 | $15,650-92.2% | $12,841-90.5% | $12,562-90.3% |