Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,006 | $88,672-43.6% | $105,223-52.5% | $82,448-39.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.20% | 30.86%-14.7pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4,623 | $3,048+51.7% | $3,689+25.3% | $2,551+81.2% |
| Participant deferral / active EE | $8,505 | $4,036+110.7% | $5,072+67.7% | $4,139+105.5% |
| Admin fee / account holder | $8,352 | $7,146+16.9% | $8,859-5.7% | $7,234+15.5% |