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 | $61,358 | $162,821-62.3% | $133,978-54.2% | $158,982-61.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.50% | 41.95%-15.5pp | 45.10%-18.6pp | 302.99%-276.5pp |
| Employer contribution / active EE | $3,729 | $4,976-25.1% | $3,919-4.9% | $4,763-21.7% |
| Participant deferral / active EE | $3,306 | $5,910-44.1% | $5,047-34.5% | $5,983-44.7% |
| Admin fee / account holder | $1,220 | $11,742-89.6% | $8,930-86.3% | $11,252-89.2% |