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 | $112,857 | $72,027+56.7% | $185,835-39.3% | $79,852+41.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 530.33% | 23.13%+507.2pp | 35.96%+494.4pp | 31.72%+498.6pp |
| Employer contribution / active EE | $1,918 | $1,965-2.4% | $4,087-53.1% | $2,471-22.4% |
| Participant deferral / active EE | $3,812 | $3,780+0.8% | $5,633-32.3% | $3,740+1.9% |
| Admin fee / account holder | $352 | $4,513-92.2% | $9,502-96.3% | $5,306-93.4% |