Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $52,983 | $67,823-21.9% | $52,425+1.1% | $137,256-61.4% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 42.50% | 219.11%-176.6pp | 302.12%-259.6pp | 220.34%-177.8pp |
| Employer contribution / active EE | $4,537 | $1,163+290.1% | $914+396.2% | $4,156+9.2% |
| Participant deferral / active EE | $5,704 | $2,288+149.3% | $1,790+218.6% | $6,407-11.0% |
| Admin fee / account holder | $886 | $2,844-68.9% | $2,495-64.5% | $12,270-92.8% |