Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $58,295 | $149,679-61.1% | $117,039-50.2% | $147,586-60.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 18.34% | 19.31%-1.0pp | 18.95%-0.6pp | 578.59%-560.2pp |
| Employer contribution / active EE | $1,977 | $4,937-60.0% | $3,785-47.8% | $4,876-59.5% |
| Participant deferral / active EE | $5,872 | $4,912+19.5% | $3,929+49.4% | $5,439+8.0% |
| Admin fee / account holder | $9,229 | $7,856+17.5% | $5,974+54.5% | $10,886-15.2% |