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 | $70,149 | $85,766-18.2% | $136,297-48.5% | $70,1310% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.16% | 31.45%-12.3pp | 5156.16%-5137.0pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,656 | $2,966-44.2% | $4,696-64.7% | $2,342-29.3% |
| Participant deferral / active EE | $5,171 | $5,051+2.4% | $6,247-17.2% | $3,332+55.2% |
| Admin fee / account holder | $748 | $5,420-86.2% | $9,244-91.9% | $4,645-83.9% |