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 | $140,431 | $217,392-35.4% | $185,818-24.4% | $167,497-16.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.60% | 148.37%-133.8pp | 122.06%-107.5pp | 478.62%-464.0pp |
| Employer contribution / active EE | $4,653 | $5,873-20.8% | $5,168-10.0% | $4,838-3.8% |
| Participant deferral / active EE | $4,658 | $6,357-26.7% | $5,568-16.3% | $6,341-26.5% |
| Admin fee / account holder | $899 | $19,813-95.5% | $16,239-94.5% | $12,310-92.7% |