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 | $71,923 | $89,370-19.5% | $141,197-49.1% | $72,976-1.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.51% | 111.88%-90.4pp | 71.41%-49.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $6,168 | $3,115+98.0% | $4,736+30.2% | $2,440+152.8% |
| Participant deferral / active EE | $11,850 | $5,419+118.7% | $6,710+76.6% | $3,608+228.5% |
| Admin fee / account holder | $5,609 | $5,957-5.8% | $10,265-45.4% | $5,124+9.5% |