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 | $50,005 | $114,013-56.1% | $103,693-51.8% | $155,188-67.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.51% | 49.31%-30.8pp | 47.61%-29.1pp | 148.84%-130.3pp |
| Employer contribution / active EE | $978 | $3,131-68.8% | $2,920-66.5% | $4,248-77.0% |
| Participant deferral / active EE | $7,573 | $4,970+52.4% | $4,579+65.4% | $6,531+16.0% |
| Admin fee / account holder | $746 | $8,407-91.1% | $7,858-90.5% | $14,480-94.8% |