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 | $136,663 | $160,040-14.6% | $147,096-7.1% | $145,877-6.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.12% | 98.49%-71.4pp | 419.75%-392.6pp | 551.28%-524.2pp |
| Employer contribution / active EE | $6,179 | $5,289+16.8% | $4,936+25.2% | $4,663+32.5% |
| Participant deferral / active EE | $11,856 | $8,429+40.7% | $8,071+46.9% | $6,691+77.2% |
| Admin fee / account holder | $6,553 | $15,050-56.5% | $13,005-49.6% | $13,402-51.1% |