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 | $89,566 | $157,296-43.1% | $141,191-36.6% | $152,897-41.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.81% | 64.34%-38.5pp | 71.41%-45.6pp | 345.43%-319.6pp |
| Employer contribution / active EE | $8,041 | $5,262+52.8% | $4,736+69.8% | $4,764+68.8% |
| Participant deferral / active EE | $11,081 | $7,111+55.8% | $6,710+65.1% | $5,851+89.4% |
| Admin fee / account holder | $4,340 | $12,125-64.2% | $10,264-57.7% | $11,599-62.6% |