Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $110,085 | $176,105-37.5% | $159,474-31.0% | $167,536-34.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.28% | 331.91%-319.6pp | 263.68%-251.4pp | 478.82%-466.5pp |
| Employer contribution / active EE | $8,749 | $5,299+65.1% | $4,831+81.1% | $4,839+80.8% |
| Participant deferral / active EE | $18,318 | $7,751+136.3% | $7,353+149.1% | $6,342+188.8% |
| Admin fee / account holder | $23,087 | $12,559+83.8% | $10,802+113.7% | $12,315+87.5% |