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 | $73,051 | $85,766-14.8% | $136,298-46.4% | $70,126+4.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.22% | 31.46%-12.2pp | 5156.27%-5137.1pp | 73.15%-53.9pp |
| Employer contribution / active EE | $2,971 | $2,966+0.2% | $4,696-36.7% | $2,343+26.8% |
| Participant deferral / active EE | $10,316 | $5,051+104.2% | $6,247+65.1% | $3,332+209.6% |
| Admin fee / account holder | $2,244 | $5,421-58.6% | $9,244-75.7% | $4,645-51.7% |