Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,122 | $185,883-76.8% | $170,043-74.6% | $139,466-69.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.52% | 60.54%-41.0pp | 53.40%-33.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $4,327 | $7,596-43.0% | $6,790-36.3% | $4,754-9.0% |
| Participant deferral / active EE | $8,234 | $11,626-29.2% | $10,410-20.9% | $6,712+22.7% |
| Admin fee / account holder | $479 | $15,393-96.9% | $12,824-96.3% | $11,409-95.8% |