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 | $109,502 | $115,796-5.4% | $101,264+8.1% | $158,950-31.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.00% | 56.15%-39.1pp | 46.48%-29.5pp | 302.91%-285.9pp |
| Employer contribution / active EE | $1,976 | $4,175-52.7% | $3,660-46.0% | $4,762-58.5% |
| Participant deferral / active EE | $3,220 | $4,958-35.1% | $4,370-26.3% | $5,983-46.2% |
| Admin fee / account holder | $2,482 | $7,247-65.8% | $5,947-58.3% | $11,248-77.9% |