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 | $96,717 | $172,111-43.8% | $150,298-35.7% | $137,256-29.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.72% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $9,296 | $4,636+100.5% | $4,154+123.8% | $4,156+123.7% |
| Participant deferral / active EE | $8,271 | $6,166+34.2% | $5,453+51.7% | $6,407+29.1% |
| Admin fee / account holder | $1,634 | $16,471-90.1% | $14,116-88.4% | $12,270-86.7% |