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 | $70,881 | $129,737-45.4% | $119,126-40.5% | $154,746-54.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.90% | 379.08%-363.2pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $11,797 | $4,375+169.6% | $4,034+192.5% | $4,379+169.4% |
| Participant deferral / active EE | $3,716 | $5,842-36.4% | $5,318-30.1% | $6,730-44.8% |
| Admin fee / account holder | $11,917 | $11,961-0.4% | $10,693+11.4% | $14,365-17.0% |