Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,158 | $94,749-53.4% | $112,899-60.9% | $139,466-68.3% |
| Participation rate | 93.8% | 81.3%+12.5pp | 80.5%+13.2pp | 80.3%+13.4pp |
| Annual return | 23.51% | 40.92%-17.4pp | 34.11%-10.6pp | 373.66%-350.1pp |
| Employer contribution / active EE | $9,729 | $4,630+110.1% | $4,566+113.1% | $4,754+104.7% |
| Participant deferral / active EE | $13,226 | $6,517+102.9% | $6,516+103.0% | $6,712+97.0% |
| Admin fee / account holder | $9,585 | $8,530+12.4% | $7,047+36.0% | $11,409-16.0% |