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 | $65,594 | $209,405-68.7% | $178,486-63.2% | $158,931-58.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.36% | 188.77%-176.4pp | 151.08%-138.7pp | 302.86%-290.5pp |
| Employer contribution / active EE | $5,810 | $5,707+1.8% | $5,011+16.0% | $4,761+22.0% |
| Participant deferral / active EE | $3,700 | $5,954-37.9% | $5,202-28.9% | $5,982-38.2% |
| Admin fee / account holder | $2,210 | $17,076-87.1% | $13,985-84.2% | $11,247-80.4% |