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 | $93,608 | $89,367+4.7% | $141,191-33.7% | $72,975+28.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.56% | 111.87%-84.3pp | 71.41%-43.8pp | 81.01%-53.5pp |
| Employer contribution / active EE | $7,864 | $3,115+152.5% | $4,736+66.0% | $2,440+222.3% |
| Participant deferral / active EE | $5,870 | $5,419+8.3% | $6,710-12.5% | $3,608+62.7% |
| Admin fee / account holder | $2,703 | $5,957-54.6% | $10,264-73.7% | $5,124-47.2% |