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 | $75,790 | $183,539-58.7% | $155,556-51.3% | $145,897-48.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.88% | 61.31%-50.4pp | 64.84%-54.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $14,755 | $5,315+177.6% | $4,675+215.6% | $4,663+216.5% |
| Participant deferral / active EE | $9,757 | $6,467+50.9% | $5,631+73.3% | $6,689+45.9% |
| Admin fee / account holder | $1,362 | $19,275-92.9% | $15,885-91.4% | $13,390-89.8% |