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 | $87,586 | $117,829-25.7% | $102,423-14.5% | $145,877-40.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.31% | 31.83%-22.5pp | 29.42%-20.1pp | 551.28%-542.0pp |
| Employer contribution / active EE | $7,599 | $3,615+110.2% | $3,023+151.4% | $4,663+63.0% |
| Participant deferral / active EE | $3,089 | $5,732-46.1% | $5,054-38.9% | $6,691-53.8% |
| Admin fee / account holder | $17,873 | $13,335+34.0% | $9,455+89.0% | $13,402+33.4% |