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 | $122,618 | $217,427-43.6% | $185,837-34.0% | $167,518-26.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.44% | 148.39%-134.0pp | 122.08%-107.6pp | 478.71%-464.3pp |
| Employer contribution / active EE | $10,342 | $5,874+76.1% | $5,168+100.1% | $4,838+113.7% |
| Participant deferral / active EE | $4,483 | $6,357-29.5% | $5,568-19.5% | $6,342-29.3% |
| Admin fee / account holder | $6,986 | $19,816-64.7% | $16,241-57.0% | $12,312-43.3% |