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 | $71,652 | $111,785-35.9% | $93,669-23.5% | $145,877-50.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 10.28% | 203.79%-193.5pp | 133.59%-123.3pp | 551.28%-541.0pp |
| Employer contribution / active EE | $3,275 | $3,096+5.8% | $2,424+35.1% | $4,663-29.8% |
| Participant deferral / active EE | $7,153 | $4,919+45.4% | $4,416+62.0% | $6,691+6.9% |
| Admin fee / account holder | $634 | $10,256-93.8% | $8,291-92.4% | $13,402-95.3% |