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 | $117,755 | $125,184-5.9% | $105,607+11.5% | $145,884-19.3% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 11.18% | 225.00%-213.8pp | 116.11%-104.9pp | 551.85%-540.7pp |
| Employer contribution / active EE | $4,244 | $3,720+14.1% | $3,167+34.0% | $4,662-9.0% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,295 | $17,133-92.4% | $10,958-88.2% | $13,392-90.3% |