Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $103,055 | $58,258+76.9% | $81,820+26.0% | $80,925+27.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.91% | 41.76%-26.9pp | 777.93%-763.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $4,967 | $2,345+111.8% | $2,915+70.4% | $2,756+80.2% |
| Participant deferral / active EE | $11,723 | $3,284+257.0% | $4,323+171.2% | $4,299+172.7% |
| Admin fee / account holder | $9,568 | $4,976+92.3% | $7,391+29.5% | $6,940+37.9% |