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 | $73,081 | $198,457-63.2% | $170,435-57.1% | $147,586-50.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.25% | 257.30%-244.1pp | 205.94%-192.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $3,547 | $6,183-42.6% | $5,432-34.7% | $4,876-27.3% |
| Participant deferral / active EE | $5,982 | $5,629+6.3% | $4,939+21.1% | $5,439+10.0% |
| Admin fee / account holder | $2,387 | $16,852-85.8% | $13,881-82.8% | $10,886-78.1% |