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 | $81,431 | $183,539-55.6% | $155,556-47.7% | $145,897-44.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.43% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $6,380 | $5,315+20.0% | $4,675+36.4% | $4,663+36.8% |
| Participant deferral / active EE | $3,275 | $6,467-49.4% | $5,631-41.8% | $6,689-51.0% |
| Admin fee / account holder | $2,189 | $19,275-88.6% | $15,885-86.2% | $13,390-83.7% |