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 | $172,777 | $225,673-23.4% | $203,872-15.3% | $155,188+11.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 26.10% | 95.91%-69.8pp | 85.11%-59.0pp | 148.84%-122.7pp |
| Employer contribution / active EE | $2,941 | $4,099-28.2% | $3,757-21.7% | $4,248-30.8% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,500 | $12,327-63.5% | $11,730-61.6% | $14,480-68.9% |