Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,197 | $118,869-59.5% | $96,575-50.1% | $167,518-71.2% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.8%+12.0pp | 82.1%-0.3pp |
| Annual return | 17.97% | 50.49%-32.5pp | 37.79%-19.8pp | 478.71%-460.7pp |
| Employer contribution / active EE | $1,925 | $3,120-38.3% | $2,357-18.3% | $4,838-60.2% |
| Participant deferral / active EE | $4,866 | $4,616+5.4% | $3,849+26.4% | $6,342-23.3% |
| Admin fee / account holder | $892 | $8,067-88.9% | $6,182-85.6% | $12,312-92.8% |