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 | $93,068 | $112,131-17.0% | $95,964-3.0% | $158,982-41.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.52% | 171.19%-164.7pp | 91.64%-85.1pp | 302.99%-296.5pp |
| Employer contribution / active EE | $1,995 | $3,199-37.7% | $2,541-21.5% | $4,763-58.1% |
| Participant deferral / active EE | $6,771 | $4,784+41.5% | $4,167+62.5% | $5,983+13.2% |
| Admin fee / account holder | $318 | $10,136-96.9% | $6,797-95.3% | $11,252-97.2% |