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 | $47,419 | $171,492-72.3% | $150,734-68.5% | $198,609-76.1% |
| Participation rate | 95.2% | 81.4%+13.8pp | 78.4%+16.8pp | 82.4%+12.9pp |
| Annual return | 18.35% | 804.70%-786.4pp | 600.81%-582.5pp | 202.70%-184.3pp |
| Employer contribution / active EE | $4,987 | $5,470-8.8% | $4,918+1.4% | $5,055-1.3% |
| Participant deferral / active EE | $9,804 | $6,259+56.6% | $5,610+74.8% | $6,977+40.5% |
| Admin fee / account holder | $11,161 | $17,628-36.7% | $14,905-25.1% | $19,030-41.4% |