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 | $102,547 | $109,411-6.3% | $89,435+14.7% | $158,982-35.5% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 12.91% | 345.68%-332.8pp | 245.55%-232.6pp | 302.99%-290.1pp |
| Employer contribution / active EE | $4,791 | $3,173+51.0% | $2,587+85.2% | $4,763+0.6% |
| Participant deferral / active EE | $8,705 | $4,600+89.2% | $3,890+123.7% | $5,983+45.5% |
| Admin fee / account holder | $1,847 | $6,159-70.0% | $4,884-62.2% | $11,252-83.6% |