Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $102,022 | $176,105-42.1% | $159,474-36.0% | $167,536-39.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.57% | 331.91%-321.3pp | 263.68%-253.1pp | 478.82%-468.3pp |
| Employer contribution / active EE | $7,078 | $5,299+33.6% | $4,831+46.5% | $4,839+46.3% |
| Participant deferral / active EE | $2,660 | $7,751-65.7% | $7,353-63.8% | $6,342-58.1% |
| Admin fee / account holder | $1,735 | $12,559-86.2% | $10,802-83.9% | $12,315-85.9% |