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 | $41,628 | $217,432-80.9% | $185,851-77.6% | $167,553-75.2% |
| Participation rate | 81.3% | 86.1%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 17.41% | 148.43%-131.0pp | 122.11%-104.7pp | 478.89%-461.5pp |
| Employer contribution / active EE | $5,696 | $5,874-3.0% | $5,168+10.2% | $4,840+17.7% |
| Participant deferral / active EE | $3,550 | $6,357-44.2% | $5,569-36.2% | $6,343-44.0% |
| Admin fee / account holder | $786 | $19,820-96.0% | $16,245-95.2% | $12,316-93.6% |