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 | $74,883 | $157,276-52.4% | $141,177-47.0% | $152,885-51.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.05% | 64.33%-40.3pp | 71.40%-47.3pp | 345.39%-321.3pp |
| Employer contribution / active EE | $8,824 | $5,262+67.7% | $4,736+86.3% | $4,763+85.3% |
| Participant deferral / active EE | $5,627 | $7,110-20.9% | $6,710-16.1% | $5,851-3.8% |
| Admin fee / account holder | $5,069 | $12,123-58.2% | $10,263-50.6% | $11,598-56.3% |