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 | $44,917 | $154,228-70.9% | $145,433-69.1% | $137,256-67.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.24% | 74.59%-60.4pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,498 | $4,804-6.4% | $4,554-1.2% | $4,156+8.2% |
| Participant deferral / active EE | $4,737 | $8,216-42.3% | $7,897-40.0% | $6,407-26.1% |
| Admin fee / account holder | $5,750 | $14,344-59.9% | $13,129-56.2% | $12,270-53.1% |