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 | $56,806 | $132,099-57.0% | $115,599-50.9% | $138,895-59.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 16.84% | 176.76%-159.9pp | 111.10%-94.3pp | 145.39%-128.6pp |
| Employer contribution / active EE | $9,170 | $3,416+168.4% | $2,955+210.3% | $4,194+118.6% |
| Participant deferral / active EE | $7,688 | $5,617+36.9% | $4,889+57.2% | $6,396+20.2% |
| Admin fee / account holder | $1,603 | $15,650-89.8% | $12,841-87.5% | $12,562-87.2% |