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 | $97,542 | $183,592-46.9% | $155,567-37.3% | $145,959-33.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.86% | 61.24%-46.4pp | 64.74%-49.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $5,847 | $5,315+10.0% | $4,674+25.1% | $4,661+25.4% |
| Participant deferral / active EE | $4,553 | $6,464-29.6% | $5,628-19.1% | $6,689-31.9% |
| Admin fee / account holder | $3,916 | $19,318-79.7% | $15,916-75.4% | $13,398-70.8% |