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 | $62,380 | $104,937-40.6% | $84,628-26.3% | $152,897-59.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 16.24% | 373.88%-357.6pp | 258.80%-242.6pp | 345.43%-329.2pp |
| Employer contribution / active EE | $2,956 | $3,303-10.5% | $2,653+11.4% | $4,764-37.9% |
| Participant deferral / active EE | $15,362 | $4,690+227.6% | $3,900+293.9% | $5,851+162.5% |
| Admin fee / account holder | $2,690 | $6,243-56.9% | $4,914-45.3% | $11,599-76.8% |