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 | $57,410 | $69,118-16.9% | $53,647+7.0% | $138,895-58.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 13.62% | 248.26%-234.6pp | 358.33%-344.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $2,013 | $1,189+69.2% | $962+109.2% | $4,194-52.0% |
| Participant deferral / active EE | $2,516 | $2,274+10.6% | $1,813+38.7% | $6,396-60.7% |
| Admin fee / account holder | $312 | $2,724-88.6% | $2,460-87.3% | $12,562-97.5% |