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 | $84,914 | $217,427-60.9% | $185,837-54.3% | $167,518-49.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.85% | 148.39%-133.5pp | 122.08%-107.2pp | 478.71%-463.9pp |
| Employer contribution / active EE | $4,244 | $5,874-27.8% | $5,168-17.9% | $4,838-12.3% |
| Participant deferral / active EE | $3,933 | $6,357-38.1% | $5,568-29.4% | $6,342-38.0% |
| Admin fee / account holder | $443 | $19,816-97.8% | $16,241-97.3% | $12,312-96.4% |