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 | $70,606 | $112,131-37.0% | $95,964-26.4% | $158,982-55.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.15% | 171.19%-159.0pp | 91.64%-79.5pp | 302.99%-290.8pp |
| Employer contribution / active EE | $8,819 | $3,199+175.7% | $2,541+247.0% | $4,763+85.2% |
| Participant deferral / active EE | $5,519 | $4,784+15.4% | $4,167+32.5% | $5,983-7.8% |
| Admin fee / account holder | $3,577 | $10,136-64.7% | $6,797-47.4% | $11,252-68.2% |