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 | $48,665 | $61,125-20.4% | $94,057-48.3% | $87,485-44.4% |
| Participation rate | 97.8% | 64.1%+33.8pp | 73.3%+24.5pp | 68.9%+28.9pp |
| Annual return | 33.11% | 35.20%-2.1pp | 480.62%-447.5pp | 26.06%+7.1pp |
| Employer contribution / active EE | $3,850 | $2,136+80.2% | $2,933+31.2% | $2,596+48.3% |
| Participant deferral / active EE | $9,565 | $3,260+193.4% | $4,709+103.1% | $4,274+123.8% |
| Admin fee / account holder | $342 | $5,629-93.9% | $7,244-95.3% | $7,775-95.6% |