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 | $57,989 | $116,203-50.1% | $93,621-38.1% | $152,909-62.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 19.92% | 35.96%-16.0pp | 32.76%-12.8pp | 345.46%-325.5pp |
| Employer contribution / active EE | $6,084 | $3,219+89.0% | $2,719+123.8% | $4,764+27.7% |
| Participant deferral / active EE | $4,795 | $4,605+4.1% | $4,070+17.8% | $5,851-18.1% |
| Admin fee / account holder | $11,135 | $10,751+3.6% | $7,890+41.1% | $11,601-4.0% |