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 | $82,900 | $125,237-33.8% | $105,608-21.5% | $145,877-43.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.84% | 225.76%-212.9pp | 116.50%-103.7pp | 551.28%-538.4pp |
| Employer contribution / active EE | $5,013 | $3,720+34.7% | $3,167+58.3% | $4,663+7.5% |
| Participant deferral / active EE | $6,020 | $5,711+5.4% | $5,010+20.2% | $6,691-10.0% |
| Admin fee / account holder | $12,261 | $17,287-29.1% | $11,028+11.2% | $13,402-8.5% |