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 | $80,103 | $100,203-20.1% | $85,240-6.0% | $145,897-45.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.90% | 84.28%-70.4pp | 66.75%-52.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,500 | $3,242-53.7% | $2,735-45.2% | $4,663-67.8% |
| Participant deferral / active EE | $3,872 | $5,299-26.9% | $4,527-14.5% | $6,689-42.1% |
| Admin fee / account holder | $626 | $7,265-91.4% | $6,165-89.8% | $13,390-95.3% |