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 | $44,712 | $157,304-71.6% | $141,197-68.3% | $152,909-70.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.06% | 64.34%-38.3pp | 71.41%-45.3pp | 345.46%-319.4pp |
| Employer contribution / active EE | $2,438 | $5,263-53.7% | $4,736-48.5% | $4,764-48.8% |
| Participant deferral / active EE | $5,252 | $7,111-26.1% | $6,710-21.7% | $5,851-10.2% |
| Admin fee / account holder | $908 | $12,126-92.5% | $10,265-91.2% | $11,601-92.2% |