Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $53,590 | $156,616-65.8% | $133,346-59.8% | $198,609-73.0% |
| Participation rate | 91.7% | 77.7%+13.9pp | 72.8%+18.8pp | 82.4%+9.3pp |
| Annual return | 20.73% | 44.25%-23.5pp | 36.85%-16.1pp | 202.70%-182.0pp |
| Employer contribution / active EE | $5,004 | $3,368+48.6% | $2,853+75.4% | $5,055-1.0% |
| Participant deferral / active EE | $9,263 | $4,920+88.3% | $4,332+113.8% | $6,977+32.8% |
| Admin fee / account holder | $10,869 | $17,468-37.8% | $14,264-23.8% | $19,030-42.9% |