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 | $42,548 | $166,089-74.4% | $164,928-74.2% | $145,978-70.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.58% | 100.26%-86.7pp | 70.08%-56.5pp | 550.52%-536.9pp |
| Employer contribution / active EE | $3,036 | $5,276-42.5% | $4,343-30.1% | $4,662-34.9% |
| Participant deferral / active EE | $9,919 | $6,961+42.5% | $6,034+64.4% | $6,690+48.3% |
| Admin fee / account holder | $8,459 | $16,641-49.2% | $12,684-33.3% | $13,400-36.9% |