Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $109,646 | $109,908-0.2% | $97,161+12.8% | $145,978-24.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 72.7%+19.6pp | 80.3%+12.0pp |
| Annual return | 26.44% | 243.80%-217.4pp | 75.36%-48.9pp | 550.52%-524.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,576 | $4,679-2.2% | $4,265+7.3% | $6,690-31.6% |
| Admin fee / account holder | $1,284 | $6,213-79.3% | $5,647-77.3% | $13,400-90.4% |