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 | $104,282 | $63,354+64.6% | $94,105+10.8% | $82,637+26.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 71.9%+28.1pp | 68.1%+31.9pp |
| Annual return | 15.93% | 34.36%-18.4pp | 204.55%-188.6pp | 53.51%-37.6pp |
| Employer contribution / active EE | $4,315 | $1,760+145.2% | $2,504+72.3% | $2,552+69.1% |
| Participant deferral / active EE | $2,628 | $2,873-8.5% | $3,881-32.3% | $4,126-36.3% |
| Admin fee / account holder | $2,617 | $5,073-48.4% | $6,199-57.8% | $7,339-64.3% |