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 | $85,097 | $78,707+8.1% | $117,861-27.8% | $70,126+21.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.17% | 23.30%-8.1pp | 335.11%-319.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $4,063 | $2,223+82.7% | $3,786+7.3% | $2,343+73.4% |
| Participant deferral / active EE | $2,437 | $3,297-26.1% | $4,482-45.6% | $3,332-26.9% |
| Admin fee / account holder | $1,095 | $5,066-78.4% | $8,021-86.3% | $4,645-76.4% |