Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $133,798 | $197,603-32.3% | $177,827-24.8% | $158,950-15.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 92.85% | 58.76%+34.1pp | 48.32%+44.5pp | 302.91%-210.1pp |
| Employer contribution / active EE | $4,093 | $6,698-38.9% | $5,918-30.8% | $4,762-14.0% |
| Participant deferral / active EE | $7,376 | $8,404-12.2% | $7,713-4.4% | $5,983+23.3% |
| Admin fee / account holder | $917 | $15,402-94.0% | $12,429-92.6% | $11,248-91.8% |