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 | $90,952 | $166,131-45.3% | $164,975-44.9% | $145,877-37.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.65% | 100.37%-86.7pp | 70.12%-56.5pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,352 | $5,276-55.4% | $4,343-45.8% | $4,663-49.6% |
| Participant deferral / active EE | $4,055 | $6,962-41.8% | $6,033-32.8% | $6,691-39.4% |
| Admin fee / account holder | $4,576 | $16,648-72.5% | $12,688-63.9% | $13,402-65.9% |