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 | $156,886 | $166,242-5.6% | $165,071-5.0% | $145,884+7.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.25% | 100.44%-88.2pp | 70.17%-57.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $3,235 | $5,283-38.8% | $4,347-25.6% | $4,662-30.6% |
| Participant deferral / active EE | $6,383 | $6,964-8.3% | $6,035+5.8% | $6,690-4.6% |
| Admin fee / account holder | $7,878 | $16,658-52.7% | $12,695-37.9% | $13,392-41.2% |