Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $58,835 | $183,592-68.0% | $155,567-62.2% | $145,959-59.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 28.16% | 61.24%-33.1pp | 64.74%-36.6pp | 561.95%-533.8pp |
| Employer contribution / active EE | $4,271 | $5,315-19.6% | $4,674-8.6% | $4,661-8.4% |
| Participant deferral / active EE | $3,535 | $6,464-45.3% | $5,628-37.2% | $6,689-47.2% |
| Admin fee / account holder | $1,722 | $19,318-91.1% | $15,916-89.2% | $13,398-87.1% |