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 | $98,490 | $209,422-53.0% | $178,503-44.8% | $158,982-38.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.71% | 188.81%-154.1pp | 151.12%-116.4pp | 302.99%-268.3pp |
| Employer contribution / active EE | $5,161 | $5,707-9.6% | $5,011+3.0% | $4,763+8.4% |
| Participant deferral / active EE | $5,231 | $5,955-12.2% | $5,202+0.6% | $5,983-12.6% |
| Admin fee / account holder | $819 | $17,079-95.2% | $13,987-94.1% | $11,252-92.7% |