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 | $35,154 | $106,918-67.1% | $84,021-58.2% | $152,897-77.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 28.60% | 105.01%-76.4pp | 71.32%-42.7pp | 345.43%-316.8pp |
| Employer contribution / active EE | $2,652 | $2,735-3.1% | $1,984+33.7% | $4,764-44.3% |
| Participant deferral / active EE | $3,039 | $4,012-24.3% | $3,239-6.2% | $5,851-48.1% |
| Admin fee / account holder | $360 | $8,288-95.7% | $6,102-94.1% | $11,599-96.9% |