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 | $109,742 | $159,978-31.4% | $147,041-25.4% | $145,978-24.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.27% | 98.36%-81.1pp | 419.21%-401.9pp | 550.52%-533.2pp |
| Employer contribution / active EE | $8,880 | $5,288+67.9% | $4,935+79.9% | $4,662+90.5% |
| Participant deferral / active EE | $9,833 | $8,429+16.7% | $8,071+21.8% | $6,690+47.0% |
| Admin fee / account holder | $984 | $15,053-93.5% | $13,006-92.4% | $13,400-92.7% |