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 | $101,083 | $124,346-18.7% | $111,308-9.2% | $167,536-39.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.65% | 37.45%-20.8pp | 54.67%-38.0pp | 478.82%-462.2pp |
| Employer contribution / active EE | $11,639 | $3,437+238.6% | $2,732+326.1% | $4,839+140.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,858 | $10,621-54.3% | $7,965-39.0% | $12,315-60.5% |