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 | $44,018 | $134,817-67.3% | $123,973-64.5% | $155,188-71.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.84% | 515.49%-500.7pp | 388.13%-373.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $3,363 | $4,425-24.0% | $4,126-18.5% | $4,248-20.8% |
| Participant deferral / active EE | $5,196 | $5,706-8.9% | $5,247-1.0% | $6,531-20.4% |
| Admin fee / account holder | $438 | $13,245-96.7% | $11,799-96.3% | $14,480-97.0% |