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 | $82,995 | $102,663-19.2% | $86,216-3.7% | $139,466-40.5% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 11.39% | 1924.52%-1913.1pp | 1169.42%-1158.0pp | 373.66%-362.3pp |
| Employer contribution / active EE | $2,927 | $3,035-3.5% | $2,382+22.9% | $4,754-38.4% |
| Participant deferral / active EE | $5,684 | $4,677+21.5% | $3,986+42.6% | $6,712-15.3% |
| Admin fee / account holder | $2,567 | $8,663-70.4% | $6,853-62.5% | $11,409-77.5% |