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 | $78,940 | $109,344-27.8% | $89,400-11.7% | $158,950-50.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.34% | 345.73%-329.4pp | 245.64%-229.3pp | 302.91%-286.6pp |
| Employer contribution / active EE | $1,331 | $3,170-58.0% | $2,586-48.5% | $4,762-72.0% |
| Participant deferral / active EE | $7,755 | $4,599+68.6% | $3,890+99.4% | $5,983+29.6% |
| Admin fee / account holder | $828 | $6,154-86.5% | $4,882-83.0% | $11,248-92.6% |