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 | $45,510 | $209,336-78.3% | $197,124-76.9% | $137,256-66.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.47% | 48.09%-31.6pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,290 | $6,591-65.3% | $6,227-63.2% | $4,156-44.9% |
| Participant deferral / active EE | $4,239 | $9,614-55.9% | $9,135-53.6% | $6,407-33.8% |
| Admin fee / account holder | $714 | $17,308-95.9% | $16,298-95.6% | $12,270-94.2% |