Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $44,485 | $178,174-75.0% | $156,181-71.5% | $137,256-67.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.68% | 84.19%-65.5pp | 64.87%-46.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,542 | $4,972-48.9% | $4,294-40.8% | $4,156-38.8% |
| Participant deferral / active EE | $11,858 | $6,888+72.2% | $6,132+93.4% | $6,407+85.1% |
| Admin fee / account holder | $1,035 | $17,404-94.1% | $14,586-92.9% | $12,270-91.6% |