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 | $95,127 | $160,028-40.6% | $147,080-35.3% | $145,884-34.8% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 18.03% | 98.60%-80.6pp | 420.17%-402.1pp | 551.85%-533.8pp |
| Employer contribution / active EE | $2,785 | $5,286-47.3% | $4,933-43.5% | $4,662-40.3% |
| Participant deferral / active EE | $10,907 | $8,422+29.5% | $8,066+35.2% | $6,690+63.0% |
| Admin fee / account holder | $3,140 | $15,030-79.1% | $12,989-75.8% | $13,392-76.6% |