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 | $51,975 | $107,363-51.6% | $92,909-44.1% | $152,897-66.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.79% | 145.63%-126.8pp | 109.44%-90.7pp | 345.43%-326.6pp |
| Employer contribution / active EE | $3,626 | $4,222-14.1% | $3,653-0.7% | $4,764-23.9% |
| Participant deferral / active EE | $8,383 | $4,848+72.9% | $4,238+97.8% | $5,851+43.3% |
| Admin fee / account holder | $6,723 | $7,082-5.1% | $5,795+16.0% | $11,599-42.0% |