Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $55,149 | $227,291-75.7% | $214,702-74.3% | $155,188-64.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 24.22% | 60.08%-35.9pp | 54.55%-30.3pp | 148.84%-124.6pp |
| Employer contribution / active EE | $5,689 | $6,772-16.0% | $6,461-11.9% | $4,248+33.9% |
| Participant deferral / active EE | $14,944 | $9,582+56.0% | $9,147+63.4% | $6,531+128.8% |
| Admin fee / account holder | $1,117 | $20,413-94.5% | $19,830-94.4% | $14,480-92.3% |