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 | $48,419 | $100,073-51.6% | $85,126-43.1% | $145,877-66.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 14.40% | 84.11%-69.7pp | 66.63%-52.2pp | 551.28%-536.9pp |
| Employer contribution / active EE | $6,399 | $3,236+97.7% | $2,731+134.3% | $4,663+37.2% |
| Participant deferral / active EE | $16,357 | $5,294+209.0% | $4,523+261.6% | $6,691+144.5% |
| Admin fee / account holder | $9,459 | $7,261+30.3% | $6,160+53.6% | $13,402-29.4% |