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 | $90,445 | $98,766-8.4% | $149,730-39.6% | $79,852+13.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.07% | 27.43%-5.4pp | 276.70%-254.6pp | 31.72%-9.7pp |
| Employer contribution / active EE | $1,397 | $3,217-56.6% | $4,645-69.9% | $2,471-43.5% |
| Participant deferral / active EE | $8,752 | $5,681+54.1% | $6,843+27.9% | $3,740+134.0% |
| Admin fee / account holder | $694 | $6,052-88.5% | $9,310-92.5% | $5,306-86.9% |