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 | $58,418 | $91,198-35.9% | $178,503-67.3% | $79,856-26.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 38.14% | 24.20%+13.9pp | 151.12%-113.0pp | 31.71%+6.4pp |
| Employer contribution / active EE | $1,955 | $3,257-40.0% | $5,011-61.0% | $2,471-20.9% |
| Participant deferral / active EE | $5,200 | $3,237+60.7% | $5,202-0.1% | $3,741+39.0% |
| Admin fee / account holder | $1,056 | $6,748-84.4% | $13,987-92.5% | $5,306-80.1% |