Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $70,411 | $160,040-56.0% | $147,096-52.1% | $145,877-51.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.94% | 98.49%-83.6pp | 419.75%-404.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $3,757 | $5,289-29.0% | $4,936-23.9% | $4,663-19.4% |
| Participant deferral / active EE | $7,463 | $8,429-11.5% | $8,071-7.5% | $6,691+11.5% |
| Admin fee / account holder | $7,199 | $15,050-52.2% | $13,005-44.6% | $13,402-46.3% |