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 | $88,083 | $115,814-23.9% | $101,275-13.0% | $158,982-44.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.66% | 56.16%-46.5pp | 46.48%-36.8pp | 302.99%-293.3pp |
| Employer contribution / active EE | $17,470 | $4,176+318.4% | $3,660+377.3% | $4,763+266.8% |
| Participant deferral / active EE | $8,667 | $4,958+74.8% | $4,371+98.3% | $5,983+44.8% |
| Admin fee / account holder | $744 | $7,249-89.7% | $5,948-87.5% | $11,252-93.4% |