Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $74,825 | $157,276-52.4% | $141,177-47.0% | $152,885-51.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.52% | 64.33%-43.8pp | 71.40%-50.9pp | 345.39%-324.9pp |
| Employer contribution / active EE | $2,392 | $5,262-54.5% | $4,736-49.5% | $4,763-49.8% |
| Participant deferral / active EE | $4,418 | $7,110-37.9% | $6,710-34.2% | $5,851-24.5% |
| Admin fee / account holder | $4,876 | $12,123-59.8% | $10,263-52.5% | $11,598-58.0% |