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 | $88,994 | $112,131-20.6% | $95,964-7.3% | $158,982-44.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.74% | 171.19%-155.4pp | 91.64%-75.9pp | 302.99%-287.3pp |
| Employer contribution / active EE | $4,331 | $3,199+35.4% | $2,541+70.4% | $4,763-9.1% |
| Participant deferral / active EE | $7,266 | $4,784+51.9% | $4,167+74.4% | $5,983+21.4% |
| Admin fee / account holder | $1,013 | $10,136-90.0% | $6,797-85.1% | $11,252-91.0% |