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 | $71,610 | $90,486-20.9% | $78,676-9.0% | $273,972-73.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.64% | 75.62%-66.0pp | 62.19%-52.5pp | 41.46%-31.8pp |
| Employer contribution / active EE | $8,476 | $3,175+167.0% | $2,850+197.4% | $4,869+74.1% |
| Participant deferral / active EE | $8,352 | $3,901+114.1% | $3,517+137.5% | $5,287+58.0% |
| Admin fee / account holder | $1,427 | $5,263-72.9% | $4,510-68.4% | $10,133-85.9% |