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 | $106,869 | $57,352+86.3% | $83,830+27.5% | $64,173+66.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 8.07% | 11.38%-3.3pp | 850.97%-842.9pp | 7.63%+0.4pp |
| Employer contribution / active EE | $6,985 | $2,546+174.4% | $3,631+92.4% | $2,381+193.4% |
| Participant deferral / active EE | $4,131 | $2,993+38.0% | $4,082+1.2% | $3,470+19.1% |
| Admin fee / account holder | $7,550 | $4,046+86.6% | $5,479+37.8% | $4,887+54.5% |