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 | $65,248 | $100,139-34.8% | $85,187-23.4% | $145,884-55.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.62% | 84.15%-70.5pp | 66.67%-53.0pp | 551.85%-538.2pp |
| Employer contribution / active EE | $3,305 | $3,238+2.1% | $2,732+21.0% | $4,662-29.1% |
| Participant deferral / active EE | $9,476 | $5,296+78.9% | $4,525+109.4% | $6,690+41.6% |
| Admin fee / account holder | $5,372 | $7,262-26.0% | $6,162-12.8% | $13,392-59.9% |