Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $75,651 | $132,099-42.7% | $115,599-34.6% | $138,895-45.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 20.05% | 176.76%-156.7pp | 111.10%-91.0pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,720 | $3,416-49.7% | $2,955-41.8% | $4,194-59.0% |
| Participant deferral / active EE | $5,535 | $5,617-1.5% | $4,889+13.2% | $6,396-13.5% |
| Admin fee / account holder | $1,084 | $15,650-93.1% | $12,841-91.6% | $12,562-91.4% |