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 | $71,112 | $88,710-19.8% | $81,783-13.0% | $145,959-51.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.05% | 1027.26%-1009.2pp | 775.05%-757.0pp | 561.95%-543.9pp |
| Employer contribution / active EE | $2,396 | $3,083-22.3% | $2,913-17.8% | $4,661-48.6% |
| Participant deferral / active EE | $4,059 | $4,645-12.6% | $4,320-6.0% | $6,689-39.3% |
| Admin fee / account holder | $609 | $8,407-92.8% | $7,380-91.7% | $13,398-95.5% |