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 | $107,691 | $160,040-32.7% | $147,096-26.8% | $145,877-26.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.86% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $10,086 | $5,289+90.7% | $4,936+104.3% | $4,663+116.3% |
| Participant deferral / active EE | $11,893 | $8,429+41.1% | $8,071+47.4% | $6,691+77.8% |
| Admin fee / account holder | $15,569 | $15,050+3.4% | $13,005+19.7% | $13,402+16.2% |