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 | $54,122 | $227,566-76.2% | $189,558-71.4% | $167,518-67.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 14.75% | 78.43%-63.7pp | 64.19%-49.4pp | 478.71%-464.0pp |
| Employer contribution / active EE | $2,696 | $5,316-49.3% | $4,412-38.9% | $4,838-44.3% |
| Participant deferral / active EE | $6,261 | $7,002-10.6% | $6,174+1.4% | $6,342-1.3% |
| Admin fee / account holder | $613 | $11,881-94.8% | $9,809-93.8% | $12,312-95.0% |