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 | $112,556 | $144,130-21.9% | $117,861-4.5% | $147,586-23.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.13% | 531.20%-517.1pp | 335.11%-321.0pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,345 | $4,897-52.1% | $3,786-38.1% | $4,876-51.9% |
| Participant deferral / active EE | $5,853 | $5,316+10.1% | $4,482+30.6% | $5,439+7.6% |
| Admin fee / account holder | $3,604 | $10,887-66.9% | $8,021-55.1% | $10,886-66.9% |