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 | $128,190 | $183,539-30.2% | $155,556-17.6% | $145,897-12.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.19% | 61.31%-47.1pp | 64.84%-50.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $8,861 | $5,315+66.7% | $4,675+89.5% | $4,663+90.0% |
| Participant deferral / active EE | $9,697 | $6,467+49.9% | $5,631+72.2% | $6,689+45.0% |
| Admin fee / account holder | $7,093 | $19,275-63.2% | $15,885-55.3% | $13,390-47.0% |