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 | $57,347 | $148,629-61.4% | $135,982-57.8% | $139,487-58.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.06% | 79.33%-59.3pp | 68.32%-48.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $4,613 | $5,247-12.1% | $4,859-5.1% | $4,755-3.0% |
| Participant deferral / active EE | $10,336 | $8,102+27.6% | $7,760+33.2% | $6,713+54.0% |
| Admin fee / account holder | $442 | $12,406-96.4% | $10,767-95.9% | $11,407-96.1% |