Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $118,075 | $160,028-26.2% | $147,080-19.7% | $145,884-19.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $4,150 | $5,286-21.5% | $4,933-15.9% | $4,662-11.0% |
| Participant deferral / active EE | $9,016 | $8,422+7.0% | $8,066+11.8% | $6,690+34.8% |
| Admin fee / account holder | $2,037 | $15,030-86.4% | $12,989-84.3% | $13,392-84.8% |