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 | $74,060 | $72,071+2.8% | $68,368+8.3% | $137,256-46.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.25% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $10,632 | $2,788+281.4% | $2,649+301.4% | $4,156+155.8% |
| Participant deferral / active EE | $13,854 | $4,410+214.2% | $4,123+236.0% | $6,407+116.2% |
| Admin fee / account holder | $1,438 | $5,336-73.1% | $5,150-72.1% | $12,270-88.3% |