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 | $50,973 | $77,638-34.3% | $156,551-67.4% | $62,881-18.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.04% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $4,778 | $3,444+38.7% | $5,501-13.1% | $2,281+109.5% |
| Participant deferral / active EE | $3,345 | $3,046+9.8% | $4,871-31.3% | $3,203+4.4% |
| Admin fee / account holder | $3,822 | $5,561-31.3% | $13,028-70.7% | $4,296-11.0% |