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 | $46,858 | $72,071-35.0% | $68,368-31.5% | $137,256-65.9% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.0%+15.7pp |
| Annual return | 16.45% | 353.14%-336.7pp | 292.57%-276.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,193 | $2,788+14.5% | $2,649+20.5% | $4,156-23.2% |
| Participant deferral / active EE | $3,637 | $4,410-17.5% | $4,123-11.8% | $6,407-43.2% |
| Admin fee / account holder | $7,296 | $5,336+36.7% | $5,150+41.7% | $12,270-40.5% |