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 | $50,691 | $198,457-74.5% | $170,435-70.3% | $147,586-65.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.28% | 257.30%-235.0pp | 205.94%-183.7pp | 578.59%-556.3pp |
| Employer contribution / active EE | $5,480 | $6,183-11.4% | $5,432+0.9% | $4,876+12.4% |
| Participant deferral / active EE | $3,670 | $5,629-34.8% | $4,939-25.7% | $5,439-32.5% |
| Admin fee / account holder | $3,472 | $16,852-79.4% | $13,881-75.0% | $10,886-68.1% |