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 | $77,571 | $175,212-55.7% | $149,682-48.2% | $139,427-44.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.59% | 166.63%-148.0pp | 134.35%-115.8pp | 373.27%-354.7pp |
| Employer contribution / active EE | $5,478 | $5,475+0.1% | $4,818+13.7% | $4,752+15.3% |
| Participant deferral / active EE | $4,461 | $6,520-31.6% | $5,681-21.5% | $6,711-33.5% |
| Admin fee / account holder | $1,181 | $16,150-92.7% | $13,210-91.1% | $11,404-89.6% |