Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,251 | $172,111-70.8% | $150,298-66.6% | $137,256-63.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.10% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,258 | $4,636-51.3% | $4,154-45.6% | $4,156-45.7% |
| Participant deferral / active EE | $13,615 | $6,166+120.8% | $5,453+149.7% | $6,407+112.5% |
| Admin fee / account holder | $304 | $16,471-98.2% | $14,116-97.8% | $12,270-97.5% |