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 | $61,437 | $185,905-67.0% | $170,057-63.9% | $139,487-56.0% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 16.92% | 60.56%-43.6pp | 53.42%-36.5pp | 373.84%-356.9pp |
| Employer contribution / active EE | $4,296 | $7,597-43.4% | $6,790-36.7% | $4,755-9.6% |
| Participant deferral / active EE | $5,379 | $11,627-53.7% | $10,411-48.3% | $6,713-19.9% |
| Admin fee / account holder | $1,238 | $15,397-92.0% | $12,826-90.3% | $11,407-89.1% |