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 | $84,891 | $107,421-21.0% | $182,262-53.4% | $94,015-9.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 19.34% | 21.32%-2.0pp | 140.60%-121.3pp | 17.84%+1.5pp |
| Employer contribution / active EE | $3,537 | $3,448+2.6% | $5,046-29.9% | $2,790+26.8% |
| Participant deferral / active EE | $6,981 | $6,558+6.5% | $8,276-15.6% | $4,249+64.3% |
| Admin fee / account holder | $2,575 | $8,692-70.4% | $16,712-84.6% | $8,951-71.2% |