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 | $62,932 | $156,398-59.8% | $147,318-57.3% | $138,895-54.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.38% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.0pp |
| Employer contribution / active EE | $3,381 | $4,853-30.3% | $4,593-26.4% | $4,194-19.4% |
| Participant deferral / active EE | $4,637 | $8,237-43.7% | $7,906-41.4% | $6,396-27.5% |
| Admin fee / account holder | $4,232 | $14,976-71.7% | $13,708-69.1% | $12,562-66.3% |