Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,433 | $166,242-69.1% | $165,071-68.8% | $145,884-64.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.30% | 100.44%-81.1pp | 70.17%-50.9pp | 551.85%-532.6pp |
| Employer contribution / active EE | $4,200 | $5,283-20.5% | $4,347-3.4% | $4,662-9.9% |
| Participant deferral / active EE | $9,588 | $6,964+37.7% | $6,035+58.9% | $6,690+43.3% |
| Admin fee / account holder | $3,604 | $16,658-78.4% | $12,695-71.6% | $13,392-73.1% |