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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,901 | $109,872+38.3% | $98,483+54.2% | $167,536-9.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.45% | 1959.31%-1941.9pp | 1494.38%-1476.9pp | 478.82%-461.4pp |
| Employer contribution / active EE | $15,250 | $3,225+372.9% | $2,961+415.1% | $4,839+215.1% |
| Participant deferral / active EE | $11,917 | $4,673+155.0% | $4,276+178.7% | $6,342+87.9% |
| Admin fee / account holder | $64,822 | $6,757+859.3% | $5,953+989.0% | $12,315+426.4% |