Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $57,481 | $166,268-65.4% | $165,100-65.2% | $145,897-60.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 15.96% | 100.52%-84.6pp | 70.21%-54.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $10,379 | $5,284+96.4% | $4,348+138.7% | $4,663+122.6% |
| Participant deferral / active EE | $3,875 | $6,964-44.4% | $6,035-35.8% | $6,689-42.1% |
| Admin fee / account holder | $461 | $16,659-97.2% | $12,696-96.4% | $13,390-96.6% |