Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $49,810 | $176,120-71.7% | $159,487-68.8% | $167,553-70.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.02% | 331.95%-306.9pp | 263.71%-238.7pp | 478.89%-453.9pp |
| Employer contribution / active EE | $2,145 | $5,299-59.5% | $4,831-55.6% | $4,840-55.7% |
| Participant deferral / active EE | $6,656 | $7,752-14.1% | $7,354-9.5% | $6,343+4.9% |
| Admin fee / account holder | $1,700 | $12,561-86.5% | $10,804-84.3% | $12,316-86.2% |