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 | $84,758 | $150,346-43.6% | $120,524-29.7% | $145,877-41.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.59% | 154.40%-139.8pp | 107.36%-92.8pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,739 | $4,353-37.1% | $3,469-21.0% | $4,663-41.3% |
| Participant deferral / active EE | $8,534 | $6,172+38.3% | $4,994+70.9% | $6,691+27.6% |
| Admin fee / account holder | $454 | $12,215-96.3% | $9,440-95.2% | $13,402-96.6% |