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 | $86,994 | $57,352+51.7% | $83,830+3.8% | $64,173+35.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 10.43% | 11.38%-1.0pp | 850.97%-840.5pp | 7.63%+2.8pp |
| Employer contribution / active EE | $7,681 | $2,546+201.8% | $3,631+111.5% | $2,381+222.6% |
| Participant deferral / active EE | $1,786 | $2,993-40.3% | $4,082-56.3% | $3,470-48.5% |
| Admin fee / account holder | $5,446 | $4,046+34.6% | $5,479-0.6% | $4,887+11.4% |