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 | $89,542 | $106,247-15.7% | $96,515-7.2% | $139,466-35.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.12% | 38.47%-18.3pp | 35.73%-15.6pp | 373.66%-353.5pp |
| Employer contribution / active EE | $16,161 | $4,106+293.6% | $3,740+332.2% | $4,754+239.9% |
| Participant deferral / active EE | $5,108 | $5,456-6.4% | $4,880+4.7% | $6,712-23.9% |
| Admin fee / account holder | $3,857 | $7,885-51.1% | $6,735-42.7% | $11,409-66.2% |