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 | $35,422 | $88,702-60.1% | $81,780-56.7% | $145,978-75.7% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 17.33% | 1029.12%-1011.8pp | 776.27%-758.9pp | 550.52%-533.2pp |
| Employer contribution / active EE | $2,533 | $3,084-17.9% | $2,914-13.1% | $4,662-45.7% |
| Participant deferral / active EE | $3,699 | $4,645-20.4% | $4,321-14.4% | $6,690-44.7% |
| Admin fee / account holder | $858 | $8,414-89.8% | $7,384-88.4% | $13,400-93.6% |