Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $101,442 | $162,529-37.6% | $130,788-22.4% | $154,746-34.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.30% | 510.48%-488.2pp | 386.44%-364.1pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,468 | $4,447-67.0% | $3,558-58.7% | $4,379-66.5% |
| Participant deferral / active EE | $10,562 | $4,808+119.7% | $4,137+155.3% | $6,730+56.9% |
| Admin fee / account holder | $26,491 | $7,669+245.4% | $6,673+297.0% | $14,365+84.4% |