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 | $57,277 | $156,398-63.4% | $147,318-61.1% | $138,895-58.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.10% | 78.75%-63.7pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,420 | $4,853-50.1% | $4,593-47.3% | $4,194-42.3% |
| Participant deferral / active EE | $9,789 | $8,237+18.8% | $7,906+23.8% | $6,396+53.0% |
| Admin fee / account holder | $7,151 | $14,976-52.2% | $13,708-47.8% | $12,562-43.1% |