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 | $93,458 | $78,670+18.8% | $109,173-14.4% | $85,847+8.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.45% | 25.09%-6.6pp | 25.75%-7.3pp | 318.61%-300.2pp |
| Employer contribution / active EE | $17,224 | $2,734+530.0% | $3,723+362.7% | $2,565+571.4% |
| Participant deferral / active EE | $6,088 | $3,467+75.6% | $4,654+30.8% | $3,952+54.0% |
| Admin fee / account holder | $3,887 | $5,469-28.9% | $6,755-42.5% | $6,261-37.9% |