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 | $46,652 | $166,020-71.9% | $164,866-71.7% | $145,959-68.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.06% | 100.08%-85.0pp | 69.97%-54.9pp | 561.95%-546.9pp |
| Employer contribution / active EE | $3,401 | $5,275-35.5% | $4,343-21.7% | $4,661-27.0% |
| Participant deferral / active EE | $6,887 | $6,961-1.1% | $6,033+14.2% | $6,689+3.0% |
| Admin fee / account holder | $737 | $16,644-95.6% | $12,689-94.2% | $13,398-94.5% |