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 | $88,096 | $78,694+11.9% | $67,652+30.2% | $125,389-29.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 2.33% | 9.46%-7.1pp | 6625.40%-6623.1pp | 282.24%-279.9pp |
| Employer contribution / active EE | $5,102 | $3,044+67.6% | $2,266+125.2% | $4,866+4.8% |
| Participant deferral / active EE | $4,778 | $4,292+11.3% | $3,560+34.2% | $5,352-10.7% |
| Admin fee / account holder | $2,704 | $7,403-63.5% | $4,821-43.9% | $9,541-71.7% |