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 | $83,063 | $99,652-16.6% | $78,778+5.4% | $147,586-43.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 20.11% | 47.28%-27.2pp | 35.62%-15.5pp | 578.59%-558.5pp |
| Employer contribution / active EE | $6,549 | $2,796+134.3% | $1,986+229.8% | $4,876+34.3% |
| Participant deferral / active EE | $5,927 | $3,664+61.8% | $2,958+100.4% | $5,439+9.0% |
| Admin fee / account holder | $329 | $7,155-95.4% | $5,134-93.6% | $10,886-97.0% |