Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,832 | $165,399-72.9% | $149,745-70.1% | $158,982-71.8% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 17.80% | 348.34%-330.5pp | 276.72%-258.9pp | 302.99%-285.2pp |
| Employer contribution / active EE | $3,556 | $5,105-30.3% | $4,646-23.5% | $4,763-25.3% |
| Participant deferral / active EE | $6,335 | $7,183-11.8% | $6,843-7.4% | $5,983+5.9% |
| Admin fee / account holder | $787 | $10,811-92.7% | $9,312-91.6% | $11,252-93.0% |