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 | $64,476 | $185,883-65.3% | $170,043-62.1% | $139,466-53.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.29% | 60.54%-42.2pp | 53.40%-35.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,925 | $7,596-61.5% | $6,790-56.9% | $4,754-38.5% |
| Participant deferral / active EE | $5,487 | $11,626-52.8% | $10,410-47.3% | $6,712-18.2% |
| Admin fee / account holder | $1,222 | $15,393-92.1% | $12,824-90.5% | $11,409-89.3% |