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 | $145,369 | $176,105-17.5% | $159,474-8.8% | $167,536-13.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.10% | 331.91%-314.8pp | 263.68%-246.6pp | 478.82%-461.7pp |
| Employer contribution / active EE | $11,450 | $5,299+116.1% | $4,831+137.0% | $4,839+136.6% |
| Participant deferral / active EE | $7,783 | $7,751+0.4% | $7,353+5.8% | $6,342+22.7% |
| Admin fee / account holder | $12,092 | $12,559-3.7% | $10,802+11.9% | $12,315-1.8% |