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 | $99,444 | $111,814-11.1% | $93,654+6.2% | $145,959-31.9% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+8.0pp |
| Annual return | 10.31% | 203.30%-193.0pp | 133.34%-123.0pp | 561.95%-551.6pp |
| Employer contribution / active EE | $4,146 | $3,092+34.1% | $2,421+71.3% | $4,661-11.0% |
| Participant deferral / active EE | $7,559 | $4,914+53.8% | $4,413+71.3% | $6,689+13.0% |
| Admin fee / account holder | $4,557 | $10,246-55.5% | $8,282-45.0% | $13,398-66.0% |