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 | $45,715 | $227,291-79.9% | $214,702-78.7% | $155,188-70.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 46.71% | 60.08%-13.4pp | 54.55%-7.8pp | 148.84%-102.1pp |
| Employer contribution / active EE | $4,476 | $6,772-33.9% | $6,461-30.7% | $4,248+5.4% |
| Participant deferral / active EE | $7,244 | $9,582-24.4% | $9,147-20.8% | $6,531+10.9% |
| Admin fee / account holder | $28,001 | $20,413+37.2% | $19,830+41.2% | $14,480+93.4% |