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 | $79,342 | $217,432-63.5% | $185,849-57.3% | $167,536-52.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.84% | 148.42%-132.6pp | 122.10%-106.3pp | 478.82%-463.0pp |
| Employer contribution / active EE | $6,516 | $5,875+10.9% | $5,169+26.1% | $4,839+34.7% |
| Participant deferral / active EE | $6,409 | $6,357+0.8% | $5,569+15.1% | $6,342+1.0% |
| Admin fee / account holder | $1,886 | $19,818-90.5% | $16,244-88.4% | $12,315-84.7% |