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 | $65,987 | $102,595-35.7% | $94,057-29.8% | $154,746-57.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.34% | 583.42%-566.1pp | 480.62%-463.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,097 | $3,147-33.4% | $2,933-28.5% | $4,379-52.1% |
| Participant deferral / active EE | $2,471 | $5,118-51.7% | $4,709-47.5% | $6,730-63.3% |
| Admin fee / account holder | $1,174 | $7,736-84.8% | $7,244-83.8% | $14,365-91.8% |