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 | $65,754 | $111,535-41.0% | $105,223-37.5% | $137,256-52.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.15% | 237.85%-215.7pp | 180.65%-158.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,706 | $3,939-56.7% | $3,689-53.8% | $4,156-59.0% |
| Participant deferral / active EE | $5,872 | $5,500+6.8% | $5,072+15.8% | $6,407-8.3% |
| Admin fee / account holder | $3,884 | $9,721-60.0% | $8,859-56.2% | $12,270-68.3% |