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 | $120,930 | $225,673-46.4% | $203,872-40.7% | $155,188-22.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 13.30% | 95.91%-82.6pp | 85.11%-71.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $2,824 | $4,099-31.1% | $3,757-24.9% | $4,248-33.5% |
| Participant deferral / active EE | $6,045 | $6,893-12.3% | $6,388-5.4% | $6,531-7.4% |
| Admin fee / account holder | $600 | $12,327-95.1% | $11,730-94.9% | $14,480-95.9% |