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 | $102,801 | $165,381-37.8% | $149,730-31.3% | $158,966-35.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.36% | 348.29%-337.9pp | 276.70%-266.3pp | 302.95%-292.6pp |
| Employer contribution / active EE | $2,720 | $5,104-46.7% | $4,645-41.4% | $4,762-42.9% |
| Participant deferral / active EE | $5,443 | $7,182-24.2% | $6,843-20.5% | $5,983-9.0% |
| Admin fee / account holder | $1,258 | $10,809-88.4% | $9,310-86.5% | $11,250-88.8% |