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 | $79,624 | $81,208-2.0% | $98,920-19.5% | $79,856-0.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.18% | 60.99%-47.8pp | 196.47%-183.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $425 | $1,960-78.3% | $2,689-84.2% | $2,471-82.8% |
| Participant deferral / active EE | $4,650 | $3,265+42.4% | $4,245+9.5% | $3,741+24.3% |
| Admin fee / account holder | $4,992 | $6,013-17.0% | $6,643-24.9% | $5,306-5.9% |