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 | $62,319 | $144,130-56.8% | $117,861-47.1% | $147,586-57.8% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 20.05% | 531.20%-511.1pp | 335.11%-315.1pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,307 | $4,897-73.3% | $3,786-65.5% | $4,876-73.2% |
| Participant deferral / active EE | $7,256 | $5,316+36.5% | $4,482+61.9% | $5,439+33.4% |
| Admin fee / account holder | $4,223 | $10,887-61.2% | $8,021-47.4% | $10,886-61.2% |