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 | $101,563 | $183,516-44.7% | $155,534-34.7% | $145,884-30.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.57% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,858 | $5,315-65.0% | $4,675-60.2% | $4,662-60.1% |
| Participant deferral / active EE | $3,500 | $6,467-45.9% | $5,630-37.8% | $6,690-47.7% |
| Admin fee / account holder | $2,330 | $19,293-87.9% | $15,900-85.3% | $13,392-82.6% |