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 | $56,636 | $169,237-66.5% | $129,339-56.2% | $145,978-61.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.22% | 14364.43%-14345.2pp | 9437.05%-9417.8pp | 550.52%-531.3pp |
| Employer contribution / active EE | $1,620 | $5,540-70.8% | $4,154-61.0% | $4,662-65.3% |
| Participant deferral / active EE | $4,991 | $4,9910% | $4,170+19.7% | $6,690-25.4% |
| Admin fee / account holder | $2,485 | $9,882-74.9% | $7,668-67.6% | $13,400-81.5% |