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 | $80,003 | $105,856-24.4% | $90,161-11.3% | $147,586-45.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.73% | 37.63%-26.9pp | 34.89%-24.2pp | 578.59%-567.9pp |
| Employer contribution / active EE | $5,500 | $4,126+33.3% | $3,318+65.8% | $4,876+12.8% |
| Participant deferral / active EE | $3,779 | $5,733-34.1% | $5,287-28.5% | $5,439-30.5% |
| Admin fee / account holder | $6,069 | $8,046-24.6% | $5,943+2.1% | $10,886-44.3% |