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 | $110,648 | $176,105-37.2% | $159,474-30.6% | $167,536-34.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.89% | 331.91%-310.0pp | 263.68%-241.8pp | 478.82%-456.9pp |
| Employer contribution / active EE | $6,015 | $5,299+13.5% | $4,831+24.5% | $4,839+24.3% |
| Participant deferral / active EE | $7,847 | $7,751+1.2% | $7,353+6.7% | $6,342+23.7% |
| Admin fee / account holder | $2,367 | $12,559-81.2% | $10,802-78.1% | $12,315-80.8% |