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 | $75,258 | $110,093-31.6% | $97,295-22.6% | $145,897-48.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.04% | 244.76%-232.7pp | 75.62%-63.6pp | 552.29%-540.2pp |
| Employer contribution / active EE | $4,563 | $3,077+48.3% | $2,723+67.6% | $4,663-2.1% |
| Participant deferral / active EE | $8,690 | $4,678+85.8% | $4,264+103.8% | $6,689+29.9% |
| Admin fee / account holder | $4,177 | $6,212-32.8% | $5,646-26.0% | $13,390-68.8% |