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 | $114,929 | $160,040-28.2% | $147,096-21.9% | $145,877-21.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.13% | 98.49%-78.4pp | 419.75%-399.6pp | 551.28%-531.2pp |
| Employer contribution / active EE | $3,155 | $5,289-40.3% | $4,936-36.1% | $4,663-32.3% |
| Participant deferral / active EE | $7,066 | $8,429-16.2% | $8,071-12.4% | $6,691+5.6% |
| Admin fee / account holder | $17,823 | $15,050+18.4% | $13,005+37.0% | $13,402+33.0% |