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 | $55,598 | $49,891+11.4% | $80,607-31.0% | $75,181-26.0% |
| Participation rate | 94.4% | 55.3%+39.1pp | 67.0%+27.4pp | 67.2%+27.2pp |
| Annual return | 18.11% | 34.67%-16.6pp | 936.11%-918.0pp | 160.69%-142.6pp |
| Employer contribution / active EE | $2,649 | $1,698+56.0% | $2,724-2.8% | $2,671-0.8% |
| Participant deferral / active EE | $5,717 | $2,991+91.1% | $4,448+28.6% | $4,126+38.6% |
| Admin fee / account holder | $1,002 | $3,578-72.0% | $5,379-81.4% | $5,650-82.3% |