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 | $98,047 | $157,296-37.7% | $141,191-30.6% | $152,897-35.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.14% | 64.34%-43.2pp | 71.41%-50.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $12,313 | $5,262+134.0% | $4,736+160.0% | $4,764+158.5% |
| Participant deferral / active EE | $6,430 | $7,111-9.6% | $6,710-4.2% | $5,851+9.9% |
| Admin fee / account holder | $1,909 | $12,125-84.3% | $10,264-81.4% | $11,599-83.5% |