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 | $223,823-75.4% | $211,142-73.9% | $154,746-64.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.22% | 50.39%-26.2pp | 46.84%-22.6pp | 172.34%-148.1pp |
| Employer contribution / active EE | $5,689 | $6,787-16.2% | $6,442-11.7% | $4,379+29.9% |
| Participant deferral / active EE | $14,944 | $9,750+53.3% | $9,284+61.0% | $6,730+122.0% |
| Admin fee / account holder | $1,117 | $19,707-94.3% | $19,076-94.1% | $14,365-92.2% |