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 | $76,299 | $83,337-8.4% | $67,834+12.5% | $273,972-72.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 18.27% | 259.45%-241.2pp | 138.47%-120.2pp | 41.46%-23.2pp |
| Employer contribution / active EE | $5,551 | $3,287+68.9% | $2,403+131.0% | $4,869+14.0% |
| Participant deferral / active EE | $9,697 | $4,088+137.2% | $3,160+206.9% | $5,287+83.4% |
| Admin fee / account holder | $612 | $6,752-90.9% | $4,622-86.8% | $10,133-94.0% |