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 | $83,942 | $77,901+7.8% | $149,717-43.9% | $75,181+11.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.07% | 31.73%-9.7pp | 134.41%-112.3pp | 160.69%-138.6pp |
| Employer contribution / active EE | $8,806 | $3,137+180.7% | $4,820+82.7% | $2,671+229.7% |
| Participant deferral / active EE | $4,700 | $3,411+37.8% | $5,682-17.3% | $4,126+13.9% |
| Admin fee / account holder | $623 | $5,949-89.5% | $13,213-95.3% | $5,650-89.0% |