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 | $76,436 | $121,701-37.2% | $104,639-27.0% | $158,982-51.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.29% | 465.72%-451.4pp | 340.67%-326.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $2,791 | $3,165-11.8% | $2,682+4.1% | $4,763-41.4% |
| Participant deferral / active EE | $2,161 | $4,176-48.3% | $3,738-42.2% | $5,983-63.9% |
| Admin fee / account holder | $6,041 | $7,778-22.3% | $6,465-6.6% | $11,252-46.3% |