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 | $78,832 | $217,432-63.7% | $185,849-57.6% | $167,536-52.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.67% | 148.42%-134.7pp | 122.10%-108.4pp | 478.82%-465.1pp |
| Employer contribution / active EE | $7,941 | $5,875+35.2% | $5,169+53.6% | $4,839+64.1% |
| Participant deferral / active EE | $5,890 | $6,357-7.3% | $5,569+5.8% | $6,342-7.1% |
| Admin fee / account holder | $4,759 | $19,818-76.0% | $16,244-70.7% | $12,315-61.4% |