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 | $134,419 | $148,629-9.6% | $135,982-1.1% | $139,487-3.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.47% | 79.33%-61.9pp | 68.32%-50.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $2,915 | $5,247-44.4% | $4,859-40.0% | $4,755-38.7% |
| Participant deferral / active EE | $4,642 | $8,102-42.7% | $7,760-40.2% | $6,713-30.8% |
| Admin fee / account holder | $6,565 | $12,406-47.1% | $10,767-39.0% | $11,407-42.4% |