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 | $62,072 | $121,677-49.0% | $104,625-40.7% | $158,966-61.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 22.32% | 465.58%-443.3pp | 340.60%-318.3pp | 302.95%-280.6pp |
| Employer contribution / active EE | $6,848 | $3,165+116.4% | $2,681+155.4% | $4,762+43.8% |
| Participant deferral / active EE | $3,518 | $4,175-15.7% | $3,738-5.9% | $5,983-41.2% |
| Admin fee / account holder | $731 | $7,777-90.6% | $6,465-88.7% | $11,250-93.5% |