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 | $44,355 | $91,179-51.4% | $178,499-75.2% | $79,852-44.5% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 24.03% | 24.19%-0.2pp | 151.10%-127.1pp | 31.72%-7.7pp |
| Employer contribution / active EE | $5,988 | $3,256+83.9% | $5,011+19.5% | $2,471+142.3% |
| Participant deferral / active EE | $11,149 | $3,236+244.6% | $5,202+114.3% | $3,740+198.1% |
| Admin fee / account holder | $5,028 | $6,749-25.5% | $13,986-64.1% | $5,306-5.2% |