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 | $126,160 | $168,635-25.2% | $147,617-14.5% | $125,389+0.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.68% | 77.65%-77.0pp | 61.98%-61.3pp | 282.24%-281.6pp |
| Employer contribution / active EE | $9,039 | $6,252+44.6% | $5,564+62.4% | $4,866+85.7% |
| Participant deferral / active EE | $5,345 | $5,507-2.9% | $4,895+9.2% | $5,352-0.1% |
| Admin fee / account holder | $846 | $13,580-93.8% | $11,612-92.7% | $9,541-91.1% |