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 | $50,456 | $112,131-55.0% | $95,964-47.4% | $158,982-68.3% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 16.11% | 171.19%-155.1pp | 91.64%-75.5pp | 302.99%-286.9pp |
| Employer contribution / active EE | $5,452 | $3,199+70.4% | $2,541+114.5% | $4,763+14.5% |
| Participant deferral / active EE | $3,814 | $4,784-20.3% | $4,167-8.5% | $5,983-36.3% |
| Admin fee / account holder | $2,564 | $10,136-74.7% | $6,797-62.3% | $11,252-77.2% |