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 | $102,333 | $168,636-39.3% | $147,618-30.7% | $125,388-18.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.15% | 77.65%-75.5pp | 61.98%-59.8pp | 282.24%-280.1pp |
| Employer contribution / active EE | $1,374 | $6,252-78.0% | $5,565-75.3% | $4,866-71.8% |
| Participant deferral / active EE | $4,580 | $5,507-16.8% | $4,895-6.5% | $5,352-14.4% |
| Admin fee / account holder | $2,022 | $13,580-85.1% | $11,612-82.6% | $9,541-78.8% |