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 | $74,500 | $166,131-55.2% | $164,975-54.8% | $145,877-48.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 11.32% | 100.37%-89.0pp | 70.12%-58.8pp | 551.28%-540.0pp |
| Employer contribution / active EE | $3,471 | $5,276-34.2% | $4,343-20.1% | $4,663-25.6% |
| Participant deferral / active EE | $4,825 | $6,962-30.7% | $6,033-20.0% | $6,691-27.9% |
| Admin fee / account holder | $1,299 | $16,648-92.2% | $12,688-89.8% | $13,402-90.3% |