Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $67,319 | $105,158-36.0% | $94,672-28.9% | $139,487-51.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.52% | 38.11%-22.6pp | 156.89%-141.4pp | 373.84%-358.3pp |
| Employer contribution / active EE | $6,428 | $4,107+56.5% | $3,673+75.0% | $4,755+35.2% |
| Participant deferral / active EE | $10,658 | $7,599+40.3% | $7,417+43.7% | $6,713+58.8% |
| Admin fee / account holder | $872 | $8,972-90.3% | $7,222-87.9% | $11,407-92.4% |