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 | $67,089 | $160,028-58.1% | $147,080-54.4% | $145,884-54.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.74% | 98.60%-84.9pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $7,975 | $5,286+50.9% | $4,933+61.7% | $4,662+71.1% |
| Participant deferral / active EE | $3,579 | $8,422-57.5% | $8,066-55.6% | $6,690-46.5% |
| Admin fee / account holder | $2,142 | $15,030-85.8% | $12,989-83.5% | $13,392-84.0% |