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 | $104,035 | $84,236+23.5% | $170,435-39.0% | $70,126+48.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.24% | 23.06%-9.8pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $10,739 | $3,387+217.0% | $5,432+97.7% | $2,343+358.4% |
| Participant deferral / active EE | $4,195 | $3,086+35.9% | $4,939-15.1% | $3,332+25.9% |
| Admin fee / account holder | $756 | $5,698-86.7% | $13,881-94.6% | $4,645-83.7% |