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 | $88,734 | $118,869-25.4% | $96,575-8.1% | $167,518-47.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 35.32% | 50.49%-15.2pp | 37.79%-2.5pp | 478.71%-443.4pp |
| Employer contribution / active EE | $11,086 | $3,120+255.3% | $2,357+370.4% | $4,838+129.1% |
| Participant deferral / active EE | $7,618 | $4,616+65.0% | $3,849+97.9% | $6,342+20.1% |
| Admin fee / account holder | $15,885 | $8,067+96.9% | $6,182+157.0% | $12,312+29.0% |