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 | $50,755 | $227,597-77.7% | $189,575-73.2% | $167,536-69.7% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.4%+13.2pp | 82.1%+9.6pp |
| Annual return | 9.23% | 78.44%-69.2pp | 64.19%-55.0pp | 478.82%-469.6pp |
| Employer contribution / active EE | $6,701 | $5,316+26.0% | $4,412+51.9% | $4,839+38.5% |
| Participant deferral / active EE | $3,792 | $7,002-45.8% | $6,174-38.6% | $6,342-40.2% |
| Admin fee / account holder | $6,918 | $11,877-41.8% | $9,806-29.5% | $12,315-43.8% |