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 | $87,517 | $95,580-8.4% | $76,872+13.8% | $139,466-37.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.06% | 55.00%-41.9pp | 37.90%-24.8pp | 373.66%-360.6pp |
| Employer contribution / active EE | $3,299 | $3,145+4.9% | $2,533+30.2% | $4,754-30.6% |
| Participant deferral / active EE | $4,294 | $4,623-7.1% | $3,832+12.1% | $6,712-36.0% |
| Admin fee / account holder | $779 | $8,302-90.6% | $5,476-85.8% | $11,409-93.2% |