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 | $67,145 | $48,364+38.8% | $71,796-6.5% | $62,881+6.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 10.34% | 13.16%-2.8pp | 78.04%-67.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,320 | $1,042+122.7% | $1,924+20.6% | $2,281+1.7% |
| Participant deferral / active EE | $4,516 | $2,091+115.9% | $2,794+61.6% | $3,203+41.0% |
| Admin fee / account holder | $10,968 | $3,771+190.8% | $4,815+127.8% | $4,296+155.3% |