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 | $92,506 | $98,240-5.8% | $82,312+12.4% | $147,586-37.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.20% | 30.85%-14.7pp | 25.88%-9.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $6,387 | $3,192+100.1% | $2,428+163.0% | $4,876+31.0% |
| Participant deferral / active EE | $4,135 | $4,383-5.7% | $3,706+11.6% | $5,439-24.0% |
| Admin fee / account holder | $2,049 | $8,563-76.1% | $5,608-63.5% | $10,886-81.2% |