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 | $64,950 | $154,228-57.9% | $145,433-55.3% | $137,256-52.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.73% | 74.59%-59.9pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,564 | $4,804-25.8% | $4,554-21.7% | $4,156-14.2% |
| Participant deferral / active EE | $10,604 | $8,216+29.1% | $7,897+34.3% | $6,407+65.5% |
| Admin fee / account holder | $1,889 | $14,344-86.8% | $13,129-85.6% | $12,270-84.6% |