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 | $52,134 | $148,623-64.9% | $135,974-61.7% | $139,466-62.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.44% | 79.30%-58.9pp | 68.30%-47.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $2,310 | $5,246-56.0% | $4,859-52.5% | $4,754-51.4% |
| Participant deferral / active EE | $4,762 | $8,103-41.2% | $7,760-38.6% | $6,712-29.1% |
| Admin fee / account holder | $787 | $12,406-93.7% | $10,767-92.7% | $11,409-93.1% |