Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $53,624 | $162,136-66.9% | $152,301-64.8% | $154,746-65.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.84% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $4,591 | $4,890-6.1% | $4,624-0.7% | $4,379+4.8% |
| Participant deferral / active EE | $14,033 | $8,341+68.2% | $8,004+75.3% | $6,730+108.5% |
| Admin fee / account holder | $6,378 | $15,759-59.5% | $14,398-55.7% | $14,365-55.6% |