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 | $109,620 | $226,135-51.5% | $182,558-40.0% | $152,909-28.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.84% | 192.60%-176.8pp | 148.59%-132.8pp | 345.46%-329.6pp |
| Employer contribution / active EE | $5,952 | $4,979+19.5% | $4,076+46.0% | $4,764+24.9% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,775 | $10,707-64.7% | $8,594-56.1% | $11,601-67.5% |