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 | $75,236 | $103,387-27.2% | $87,102-13.6% | $152,885-50.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.59% | 28.10%-9.5pp | 28.19%-9.6pp | 345.39%-326.8pp |
| Employer contribution / active EE | $7,032 | $3,221+118.3% | $2,521+178.9% | $4,763+47.6% |
| Participant deferral / active EE | $7,853 | $4,778+64.4% | $4,048+94.0% | $5,851+34.2% |
| Admin fee / account holder | $520 | $12,193-95.7% | $7,491-93.1% | $11,598-95.5% |