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 | $59,555 | $115,814-48.6% | $101,275-41.2% | $158,982-62.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.71% | 56.16%-42.4pp | 46.48%-32.8pp | 302.99%-289.3pp |
| Employer contribution / active EE | $2,487 | $4,176-40.4% | $3,660-32.0% | $4,763-47.8% |
| Participant deferral / active EE | $2,831 | $4,958-42.9% | $4,371-35.2% | $5,983-52.7% |
| Admin fee / account holder | $602 | $7,249-91.7% | $5,948-89.9% | $11,252-94.7% |