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 | $91,636 | $58,234+57.4% | $81,783+12.0% | $80,874+13.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.16% | 41.70%-28.5pp | 775.05%-761.9pp | 35.62%-22.5pp |
| Employer contribution / active EE | $3,307 | $2,341+41.2% | $2,913+13.5% | $2,756+20.0% |
| Participant deferral / active EE | $3,356 | $3,283+2.2% | $4,320-22.3% | $4,297-21.9% |
| Admin fee / account holder | $4,233 | $4,982-15.0% | $7,380-42.6% | $6,935-39.0% |