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 | $99,886 | $198,462-49.7% | $170,439-41.4% | $147,585-32.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.10% | 257.30%-242.2pp | 205.94%-190.8pp | 578.58%-563.5pp |
| Employer contribution / active EE | $4,825 | $6,184-22.0% | $5,433-11.2% | $4,876-1.0% |
| Participant deferral / active EE | $4,721 | $5,629-16.1% | $4,939-4.4% | $5,439-13.2% |
| Admin fee / account holder | $1,125 | $16,852-93.3% | $13,881-91.9% | $10,886-89.7% |