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 | $77,646 | $77,6380% | $156,551-50.4% | $62,881+23.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.67% | 50.33%-44.7pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $9,162 | $3,444+166.0% | $5,501+66.6% | $2,281+301.7% |
| Participant deferral / active EE | $5,879 | $3,046+93.0% | $4,871+20.7% | $3,203+83.6% |
| Admin fee / account holder | $1,034 | $5,561-81.4% | $13,028-92.1% | $4,296-75.9% |