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 | $69,563 | $157,304-55.8% | $141,197-50.7% | $152,909-54.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.84% | 64.34%-36.5pp | 71.41%-43.6pp | 345.46%-317.6pp |
| Employer contribution / active EE | $12,359 | $5,263+134.9% | $4,736+161.0% | $4,764+159.4% |
| Participant deferral / active EE | $6,317 | $7,111-11.2% | $6,710-5.9% | $5,851+8.0% |
| Admin fee / account holder | $1,903 | $12,126-84.3% | $10,265-81.5% | $11,601-83.6% |