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 | $50,578 | $171,492-70.5% | $150,734-66.4% | $198,609-74.5% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 15.31% | 804.70%-789.4pp | 600.81%-585.5pp | 202.70%-187.4pp |
| Employer contribution / active EE | $7,290 | $5,470+33.3% | $4,918+48.2% | $5,055+44.2% |
| Participant deferral / active EE | $7,382 | $6,259+17.9% | $5,610+31.6% | $6,977+5.8% |
| Admin fee / account holder | $307 | $17,628-98.3% | $14,905-97.9% | $19,030-98.4% |