Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,087 | $87,106-49.4% | $105,607-58.3% | $80,935-45.5% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.3%+9.3pp | 67.7%+17.0pp |
| Annual return | 21.34% | 17.01%+4.3pp | 116.11%-94.8pp | 35.66%-14.3pp |
| Employer contribution / active EE | $5,505 | $2,396+129.8% | $3,167+73.8% | $2,757+99.7% |
| Participant deferral / active EE | $16,306 | $3,986+309.1% | $5,011+225.4% | $4,299+279.3% |
| Admin fee / account holder | $23,049 | $8,447+172.9% | $10,958+110.3% | $6,924+232.9% |