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 | $99,343 | $160,040-37.9% | $147,096-32.5% | $145,877-31.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.60% | 98.49%-85.9pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $8,292 | $5,289+56.8% | $4,936+68.0% | $4,663+77.8% |
| Participant deferral / active EE | $10,311 | $8,429+22.3% | $8,071+27.7% | $6,691+54.1% |
| Admin fee / account holder | $13,532 | $15,050-10.1% | $13,005+4.0% | $13,402+1.0% |