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 | $132,453 | $111,878+18.4% | $93,727+41.3% | $145,897-9.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.63% | 204.28%-194.6pp | 133.83%-124.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $6,785 | $3,092+119.4% | $2,421+180.2% | $4,663+45.5% |
| Participant deferral / active EE | $10,497 | $4,920+113.3% | $4,417+137.6% | $6,689+56.9% |
| Admin fee / account holder | $21,034 | $10,256+105.1% | $8,292+153.7% | $13,390+57.1% |