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 | $54,377 | $198,457-72.6% | $170,435-68.1% | $147,586-63.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.30% | 257.30%-242.0pp | 205.94%-190.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $4,065 | $6,183-34.3% | $5,432-25.2% | $4,876-16.6% |
| Participant deferral / active EE | $6,489 | $5,629+15.3% | $4,939+31.4% | $5,439+19.3% |
| Admin fee / account holder | $845 | $16,852-95.0% | $13,881-93.9% | $10,886-92.2% |