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 | $106,481 | $196,972-45.9% | $182,262-41.6% | $198,609-46.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.53% | 158.27%-145.7pp | 140.60%-128.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $2,256 | $5,364-57.9% | $5,046-55.3% | $5,055-55.4% |
| Participant deferral / active EE | $5,089 | $8,643-41.1% | $8,276-38.5% | $6,977-27.1% |
| Admin fee / account holder | $8,105 | $18,429-56.0% | $16,712-51.5% | $19,030-57.4% |