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 | $96,738 | $95,406+1.4% | $185,849-47.9% | $85,847+12.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.22% | 23.59%-8.4pp | 122.10%-106.9pp | 318.61%-303.4pp |
| Employer contribution / active EE | $8,336 | $3,314+151.6% | $5,169+61.3% | $2,565+225.0% |
| Participant deferral / active EE | $7,070 | $3,424+106.5% | $5,569+27.0% | $3,952+78.9% |
| Admin fee / account holder | $5,162 | $7,214-28.4% | $16,244-68.2% | $6,261-17.5% |