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 | $44,302 | $183,539-75.9% | $155,556-71.5% | $145,897-69.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.25% | 61.31%-41.1pp | 64.84%-44.6pp | 552.29%-532.0pp |
| Employer contribution / active EE | $3,206 | $5,315-39.7% | $4,675-31.4% | $4,663-31.2% |
| Participant deferral / active EE | $5,683 | $6,467-12.1% | $5,631+0.9% | $6,689-15.0% |
| Admin fee / account holder | $4,281 | $19,275-77.8% | $15,885-73.1% | $13,390-68.0% |