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 | $50,874 | $155,555-67.3% | $146,866-65.4% | $155,188-67.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.24% | 115.41%-98.2pp | 102.85%-85.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $9,135 | $4,647+96.6% | $4,425+106.5% | $4,248+115.1% |
| Participant deferral / active EE | $7,570 | $8,044-5.9% | $7,759-2.4% | $6,531+15.9% |
| Admin fee / account holder | $872 | $14,755-94.1% | $13,620-93.6% | $14,480-94.0% |