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 | $81,673 | $144,130-43.3% | $117,861-30.7% | $147,586-44.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.76% | 531.20%-515.4pp | 335.11%-319.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $2,315 | $4,897-52.7% | $3,786-38.9% | $4,876-52.5% |
| Participant deferral / active EE | $6,350 | $5,316+19.4% | $4,482+41.7% | $5,439+16.8% |
| Admin fee / account holder | $7,438 | $10,887-31.7% | $8,021-7.3% | $10,886-31.7% |