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 | $74,372 | $111,830-33.5% | $93,696-20.6% | $145,884-49.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.50% | 204.08%-191.6pp | 133.74%-121.2pp | 551.85%-539.4pp |
| Employer contribution / active EE | $9,024 | $3,093+191.8% | $2,422+272.6% | $4,662+93.6% |
| Participant deferral / active EE | $4,089 | $4,920-16.9% | $4,417-7.4% | $6,690-38.9% |
| Admin fee / account holder | $1,763 | $10,249-82.8% | $8,287-78.7% | $13,392-86.8% |