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 | $94,745 | $137,414-31.1% | $189,537-50.0% | $85,847+10.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.78% | 38.14%-25.4pp | 555.34%-542.6pp | 318.61%-305.8pp |
| Employer contribution / active EE | $12,960 | $4,344+198.3% | $6,161+110.4% | $2,565+405.2% |
| Participant deferral / active EE | $11,231 | $6,260+79.4% | $8,220+36.6% | $3,952+184.2% |
| Admin fee / account holder | $981 | $8,630-88.6% | $12,048-91.9% | $6,261-84.3% |