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 | $53,911 | $183,516-70.6% | $155,534-65.3% | $145,884-63.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.46% | 61.43%-42.0pp | 64.92%-45.5pp | 551.85%-532.4pp |
| Employer contribution / active EE | $3,245 | $5,315-38.9% | $4,675-30.6% | $4,662-30.4% |
| Participant deferral / active EE | $4,037 | $6,467-37.6% | $5,630-28.3% | $6,690-39.6% |
| Admin fee / account holder | $4,768 | $19,293-75.3% | $15,900-70.0% | $13,392-64.4% |