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 | $92,049 | $53,128+73.3% | $86,582+6.3% | $70,126+31.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.61% | 27.66%-8.1pp | 965.08%-945.5pp | 73.15%-53.5pp |
| Employer contribution / active EE | $5,945 | $2,068+187.5% | $2,839+109.4% | $2,343+153.8% |
| Participant deferral / active EE | $3,266 | $2,695+21.2% | $3,609-9.5% | $3,332-2.0% |
| Admin fee / account holder | $6,531 | $3,584+82.2% | $4,904+33.2% | $4,645+40.6% |