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 | $94,270 | $51,638+82.6% | $68,368+37.9% | $82,448+14.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.67% | 37.53%-21.9pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $4,666 | $2,047+128.0% | $2,649+76.1% | $2,551+82.9% |
| Participant deferral / active EE | $10,278 | $2,914+252.8% | $4,123+149.3% | $4,139+148.3% |
| Admin fee / account holder | $302 | $4,643-93.5% | $5,150-94.1% | $7,234-95.8% |