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 | $82,372 | $166,268-50.5% | $165,100-50.1% | $145,897-43.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.28% | 100.52%-88.2pp | 70.21%-57.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,955 | $5,284-25.2% | $4,348-9.0% | $4,663-15.2% |
| Participant deferral / active EE | $8,073 | $6,964+15.9% | $6,035+33.8% | $6,689+20.7% |
| Admin fee / account holder | $381 | $16,659-97.7% | $12,696-97.0% | $13,390-97.2% |