Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $53,794 | $154,228-65.1% | $145,433-63.0% | $137,256-60.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.54% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,392 | $4,804-8.6% | $4,554-3.6% | $4,156+5.7% |
| Participant deferral / active EE | $15,178 | $8,216+84.7% | $7,897+92.2% | $6,407+136.9% |
| Admin fee / account holder | $7,001 | $14,344-51.2% | $13,129-46.7% | $12,270-42.9% |