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 | $81,266 | $115,810-29.8% | $101,271-19.8% | $158,966-48.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.30% | 56.15%-47.9pp | 46.48%-38.2pp | 302.95%-294.7pp |
| Employer contribution / active EE | $1,828 | $4,175-56.2% | $3,660-50.1% | $4,762-61.6% |
| Participant deferral / active EE | $3,845 | $4,958-22.4% | $4,371-12.0% | $5,983-35.7% |
| Admin fee / account holder | $4,554 | $7,248-37.2% | $5,948-23.4% | $11,250-59.5% |