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 | $58,345 | $104,937-44.4% | $84,628-31.1% | $152,897-61.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 20.67% | 373.88%-353.2pp | 258.80%-238.1pp | 345.43%-324.8pp |
| Employer contribution / active EE | $6,478 | $3,303+96.1% | $2,653+144.2% | $4,764+36.0% |
| Participant deferral / active EE | $10,863 | $4,690+131.6% | $3,900+178.5% | $5,851+85.7% |
| Admin fee / account holder | $2,381 | $6,243-61.9% | $4,914-51.6% | $11,599-79.5% |