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 | $82,190 | $197,637-58.4% | $177,848-53.8% | $158,982-48.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.66% | 58.77%-47.1pp | 48.33%-36.7pp | 302.99%-291.3pp |
| Employer contribution / active EE | $8,549 | $6,698+27.6% | $5,919+44.4% | $4,763+79.5% |
| Participant deferral / active EE | $4,988 | $8,405-40.7% | $7,714-35.3% | $5,983-16.6% |
| Admin fee / account holder | $1,055 | $15,406-93.2% | $12,431-91.5% | $11,252-90.6% |