Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $102,124 | $162,529-37.2% | $130,788-21.9% | $154,746-34.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.86% | 510.48%-491.6pp | 386.44%-367.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $3,088 | $4,447-30.6% | $3,558-13.2% | $4,379-29.5% |
| Participant deferral / active EE | $11,955 | $4,808+148.6% | $4,137+189.0% | $6,730+77.6% |
| Admin fee / account holder | $9,755 | $7,669+27.2% | $6,673+46.2% | $14,365-32.1% |