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 | $87,611 | $176,120-50.3% | $159,487-45.1% | $167,553-47.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.69% | 331.95%-317.3pp | 263.71%-249.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $7,737 | $5,299+46.0% | $4,831+60.1% | $4,840+59.9% |
| Participant deferral / active EE | $9,048 | $7,752+16.7% | $7,354+23.0% | $6,343+42.7% |
| Admin fee / account holder | $4,515 | $12,561-64.1% | $10,804-58.2% | $12,316-63.3% |