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 | $64,419 | $172,111-62.6% | $150,298-57.1% | $137,256-53.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.71% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,260 | $4,636-51.3% | $4,154-45.6% | $4,156-45.6% |
| Participant deferral / active EE | $4,134 | $6,166-33.0% | $5,453-24.2% | $6,407-35.5% |
| Admin fee / account holder | $1,786 | $16,471-89.2% | $14,116-87.3% | $12,270-85.4% |