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 | $73,839 | $175,259-57.9% | $149,723-50.7% | $139,487-47.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.52% | 166.82%-134.3pp | 134.50%-102.0pp | 373.84%-341.3pp |
| Employer contribution / active EE | $2,221 | $5,478-59.5% | $4,821-53.9% | $4,755-53.3% |
| Participant deferral / active EE | $10,155 | $6,522+55.7% | $5,682+78.7% | $6,713+51.3% |
| Admin fee / account holder | $1,481 | $16,158-90.8% | $13,215-88.8% | $11,407-87.0% |