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 | $38,256 | $185,312-79.4% | $161,489-76.3% | $154,746-75.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.42% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,244 | $4,769-32.0% | $4,268-24.0% | $4,379-25.9% |
| Participant deferral / active EE | $2,265 | $6,350-64.3% | $5,630-59.8% | $6,730-66.4% |
| Admin fee / account holder | $3,683 | $18,654-80.3% | $16,006-77.0% | $14,365-74.4% |