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 | $122,314 | $175,231-30.2% | $149,696-18.3% | $139,466-12.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.12% | 166.77%-128.6pp | 134.46%-96.3pp | 373.66%-335.5pp |
| Employer contribution / active EE | $4,413 | $5,478-19.4% | $4,821-8.5% | $4,754-7.2% |
| Participant deferral / active EE | $7,349 | $6,521+12.7% | $5,682+29.3% | $6,712+9.5% |
| Admin fee / account holder | $6,002 | $16,155-62.8% | $13,212-54.6% | $11,409-47.4% |