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 | $65,041 | $118,488-45.1% | $98,462-33.9% | $139,487-53.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.04% | 18.96%-5.9pp | 21.17%-8.1pp | 373.84%-360.8pp |
| Employer contribution / active EE | $8,555 | $3,611+136.9% | $3,049+180.6% | $4,755+79.9% |
| Participant deferral / active EE | $5,022 | $5,393-6.9% | $4,738+6.0% | $6,713-25.2% |
| Admin fee / account holder | $890 | $13,868-93.6% | $8,875-90.0% | $11,407-92.2% |