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 | $81,942 | $98,776-17.0% | $149,745-45.3% | $79,856+2.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.51% | 27.38%-8.9pp | 276.72%-258.2pp | 31.71%-13.2pp |
| Employer contribution / active EE | $5,138 | $3,217+59.7% | $4,646+10.6% | $2,471+107.9% |
| Participant deferral / active EE | $11,715 | $5,681+106.2% | $6,843+71.2% | $3,741+213.2% |
| Admin fee / account holder | $6,401 | $6,053+5.7% | $9,312-31.3% | $5,306+20.6% |