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 | $79,975 | $77,638+3.0% | $156,551-48.9% | $62,881+27.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.88% | 50.33%-41.4pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $7,614 | $3,444+121.1% | $5,501+38.4% | $2,281+233.8% |
| Participant deferral / active EE | $4,648 | $3,046+52.6% | $4,871-4.6% | $3,203+45.1% |
| Admin fee / account holder | $2,307 | $5,561-58.5% | $13,028-82.3% | $4,296-46.3% |