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 | $52,198 | $106,923-51.2% | $84,023-37.9% | $152,909-65.9% |
| Participation rate | 77.8% | 75.3%+2.5pp | 69.0%+8.8pp | 82.5%-4.7pp |
| Annual return | 27.04% | 105.02%-78.0pp | 71.32%-44.3pp | 345.46%-318.4pp |
| Employer contribution / active EE | $4,113 | $2,735+50.4% | $1,984+107.3% | $4,764-13.7% |
| Participant deferral / active EE | $5,112 | $4,013+27.4% | $3,239+57.8% | $5,851-12.6% |
| Admin fee / account holder | $489 | $8,289-94.1% | $6,102-92.0% | $11,601-95.8% |