Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $60,853 | $117,895-48.4% | $102,460-40.6% | $145,897-58.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 41.52% | 31.92%+9.6pp | 29.47%+12.1pp | 552.29%-510.8pp |
| Employer contribution / active EE | $7,088 | $3,619+95.9% | $3,025+134.3% | $4,663+52.0% |
| Participant deferral / active EE | $11,769 | $5,736+105.2% | $5,056+132.8% | $6,689+75.9% |
| Admin fee / account holder | $943 | $13,353-92.9% | $9,460-90.0% | $13,390-93.0% |