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 | $71,043 | $101,618-30.1% | $93,063-23.7% | $137,256-48.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.15% | 223.95%-208.8pp | 34.15%-19.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $10,205 | $2,707+277.0% | $2,476+312.1% | $4,156+145.5% |
| Participant deferral / active EE | $7,460 | $4,279+74.3% | $3,958+88.5% | $6,407+16.4% |
| Admin fee / account holder | $675 | $6,198-89.1% | $6,033-88.8% | $12,270-94.5% |