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 | $41,502 | $115,810-64.2% | $101,271-59.0% | $158,966-73.9% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 16.57% | 56.15%-39.6pp | 46.48%-29.9pp | 302.95%-286.4pp |
| Employer contribution / active EE | $4,049 | $4,175-3.0% | $3,660+10.6% | $4,762-15.0% |
| Participant deferral / active EE | $3,650 | $4,958-26.4% | $4,371-16.5% | $5,983-39.0% |
| Admin fee / account holder | $1,067 | $7,248-85.3% | $5,948-82.1% | $11,250-90.5% |