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 | $68,727 | $114,013-39.7% | $103,693-33.7% | $155,188-55.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.71% | 49.31%-35.6pp | 47.61%-33.9pp | 148.84%-135.1pp |
| Employer contribution / active EE | $4,921 | $3,131+57.2% | $2,920+68.5% | $4,248+15.8% |
| Participant deferral / active EE | $10,474 | $4,970+110.8% | $4,579+128.7% | $6,531+60.4% |
| Admin fee / account holder | $588 | $8,407-93.0% | $7,858-92.5% | $14,480-95.9% |