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 | $84,634 | $100,139-15.5% | $85,187-0.7% | $145,884-42.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.64% | 84.15%-75.5pp | 66.67%-58.0pp | 551.85%-543.2pp |
| Employer contribution / active EE | $4,661 | $3,238+44.0% | $2,732+70.6% | $4,6620% |
| Participant deferral / active EE | $3,424 | $5,296-35.3% | $4,525-24.3% | $6,690-48.8% |
| Admin fee / account holder | $2,455 | $7,262-66.2% | $6,162-60.2% | $13,392-81.7% |