Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $55,374 | $178,174-68.9% | $156,181-64.5% | $137,256-59.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 23.46% | 84.19%-60.7pp | 64.87%-41.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $3,035 | $4,972-39.0% | $4,294-29.3% | $4,156-27.0% |
| Participant deferral / active EE | $6,846 | $6,888-0.6% | $6,132+11.6% | $6,407+6.9% |
| Admin fee / account holder | $577 | $17,404-96.7% | $14,586-96.0% | $12,270-95.3% |