Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,161 | $101,618-22.1% | $93,063-14.9% | $137,256-42.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.14% | 223.95%-209.8pp | 34.15%-20.0pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,532 | $2,707+104.3% | $2,476+123.4% | $4,156+33.1% |
| Participant deferral / active EE | $11,172 | $4,279+161.1% | $3,958+182.2% | $6,407+74.4% |
| Admin fee / account holder | $1,502 | $6,198-75.8% | $6,033-75.1% | $12,270-87.8% |