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 | $71,940 | $175,231-58.9% | $149,696-51.9% | $139,466-48.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.27% | 166.77%-153.5pp | 134.46%-121.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $3,316 | $5,478-39.5% | $4,821-31.2% | $4,754-30.3% |
| Participant deferral / active EE | $9,978 | $6,521+53.0% | $5,682+75.6% | $6,712+48.7% |
| Admin fee / account holder | $54,996 | $16,155+240.4% | $13,212+316.3% | $11,409+382.1% |