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 | $60,239 | $102,422-41.2% | $147,117-59.1% | $80,959-25.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.95% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $10,207 | $3,717+174.6% | $4,932+106.9% | $2,757+270.2% |
| Participant deferral / active EE | $7,229 | $6,652+8.7% | $8,065-10.4% | $4,300+68.1% |
| Admin fee / account holder | $1,558 | $7,953-80.4% | $12,993-88.0% | $6,925-77.5% |