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 | $39,498 | $77,638-49.1% | $156,551-74.8% | $62,881-37.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.77% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $5,018 | $3,444+45.7% | $5,501-8.8% | $2,281+120.0% |
| Participant deferral / active EE | $3,831 | $3,046+25.8% | $4,871-21.4% | $3,203+19.6% |
| Admin fee / account holder | $838 | $5,561-84.9% | $13,028-93.6% | $4,296-80.5% |