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 | $96,052 | $99,032-3.0% | $80,022+20.0% | $135,380-29.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.71% | 15.39%-20.1pp | 11.22%-15.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $14,953 | $3,043+391.3% | $2,468+505.9% | $4,779+212.9% |
| Participant deferral / active EE | $10,116 | $4,282+136.2% | $3,686+174.5% | $5,609+80.4% |
| Admin fee / account holder | $3,557 | $10,436-65.9% | $6,521-45.5% | $10,828-67.2% |