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 | $55,894 | $85,766-34.8% | $136,297-59.0% | $70,124-20.3% |
| Participation rate | 89.4% | 74.2%+15.2pp | 81.9%+7.4pp | 69.5%+19.8pp |
| Annual return | 19.22% | 31.45%-12.2pp | 5156.19%-5137.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,594 | $2,966-12.5% | $4,696-44.8% | $2,342+10.7% |
| Participant deferral / active EE | $6,128 | $5,051+21.3% | $6,247-1.9% | $3,332+83.9% |
| Admin fee / account holder | $2,108 | $5,420-61.1% | $9,244-77.2% | $4,645-54.6% |