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 | $117,920 | $107,941+9.2% | $91,994+28.2% | $152,909-22.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.91% | 89.28%-72.4pp | 69.04%-52.1pp | 345.46%-328.6pp |
| Employer contribution / active EE | $3,563 | $4,212-15.4% | $3,453+3.2% | $4,764-25.2% |
| Participant deferral / active EE | $6,250 | $6,366-1.8% | $5,924+5.5% | $5,851+6.8% |
| Admin fee / account holder | $2,328 | $10,521-77.9% | $7,744-69.9% | $11,601-79.9% |