Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,639 | $210,908-74.1% | $153,643-64.4% | $145,884-62.5% |
| Participation rate | 94.4% | 82.1%+12.3pp | 77.1%+17.3pp | 80.3%+14.1pp |
| Annual return | 11.11% | 13.46%-2.4pp | 15.71%-4.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $6,055-100.0% | $5,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $18,567 | $7,976+132.8% | $6,754+174.9% | $6,690+177.5% |
| Admin fee / account holder | $20,809 | $19,477+6.8% | $12,739+63.3% | $13,392+55.4% |