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 | $84,145 | $176,402-52.3% | $134,162-37.3% | $158,982-47.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.21% | 63.66%-47.5pp | 36.35%-20.1pp | 302.99%-286.8pp |
| Employer contribution / active EE | $6,370 | $5,042+26.3% | $3,705+71.9% | $4,763+33.7% |
| Participant deferral / active EE | $10,949 | $4,093+167.5% | $3,500+212.9% | $5,983+83.0% |
| Admin fee / account holder | $5,935 | $8,719-31.9% | $6,685-11.2% | $11,252-47.3% |