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 | $67,307 | $209,425-67.9% | $178,499-62.3% | $158,966-57.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.03% | 188.80%-167.8pp | 151.10%-130.1pp | 302.95%-281.9pp |
| Employer contribution / active EE | $2,053 | $5,707-64.0% | $5,011-59.0% | $4,762-56.9% |
| Participant deferral / active EE | $7,920 | $5,955+33.0% | $5,202+52.2% | $5,983+32.4% |
| Admin fee / account holder | $2,482 | $17,078-85.5% | $13,986-82.3% | $11,250-77.9% |