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 | $56,081 | $99,652-43.7% | $78,778-28.8% | $147,586-62.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 17.52% | 47.28%-29.8pp | 35.62%-18.1pp | 578.59%-561.1pp |
| Employer contribution / active EE | $7,487 | $2,796+167.8% | $1,986+277.1% | $4,876+53.5% |
| Participant deferral / active EE | $3,944 | $3,664+7.7% | $2,958+33.3% | $5,439-27.5% |
| Admin fee / account holder | $2,626 | $7,155-63.3% | $5,134-48.8% | $10,886-75.9% |