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 | $45,224 | $72,071-37.3% | $68,368-33.9% | $137,256-67.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 16.96% | 353.14%-336.2pp | 292.57%-275.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,673 | $2,788-4.1% | $2,649+0.9% | $4,156-35.7% |
| Participant deferral / active EE | $4,141 | $4,410-6.1% | $4,123+0.4% | $6,407-35.4% |
| Admin fee / account holder | $1,799 | $5,336-66.3% | $5,150-65.1% | $12,270-85.3% |