Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $65,797 | $167,533-60.7% | $151,645-56.6% | $134,545-51.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 122.04% | 7.81%+114.2pp | 3.34%+118.7pp | 418.37%-296.3pp |
| Employer contribution / active EE | $5,093 | $6,828-25.4% | $6,165-17.4% | $4,742+7.4% |
| Participant deferral / active EE | $13,766 | $8,985+53.2% | $8,363+64.6% | $6,401+115.1% |
| Admin fee / account holder | $11,465 | $13,781-16.8% | $11,614-1.3% | $11,431+0.3% |