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 | $91,850 | $115,814-20.7% | $101,275-9.3% | $158,982-42.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.28% | 56.16%-38.9pp | 46.48%-29.2pp | 302.99%-285.7pp |
| Employer contribution / active EE | $11,276 | $4,176+170.0% | $3,660+208.1% | $4,763+136.7% |
| Participant deferral / active EE | $8,949 | $4,958+80.5% | $4,371+104.8% | $5,983+49.6% |
| Admin fee / account holder | $2,063 | $7,249-71.5% | $5,948-65.3% | $11,252-81.7% |