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 | $95,562 | $99,079-3.5% | $78,002+22.5% | $273,972-65.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 7.91% | 217.93%-210.0pp | 425.99%-418.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,977 | $3,308-10.0% | $2,470+20.5% | $4,869-38.9% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,247 | $8,954-86.1% | $5,481-77.2% | $10,133-87.7% |