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 | $75,557 | $183,592-58.8% | $155,567-51.4% | $145,959-48.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.17% | 61.24%-52.1pp | 64.74%-55.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $2,255 | $5,315-57.6% | $4,674-51.7% | $4,661-51.6% |
| Participant deferral / active EE | $7,555 | $6,464+16.9% | $5,628+34.2% | $6,689+13.0% |
| Admin fee / account holder | $6,252 | $19,318-67.6% | $15,916-60.7% | $13,398-53.3% |