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 | $58,149 | $198,457-70.7% | $170,435-65.9% | $147,586-60.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.06% | 257.30%-242.2pp | 205.94%-190.9pp | 578.59%-563.5pp |
| Employer contribution / active EE | $3,971 | $6,183-35.8% | $5,432-26.9% | $4,876-18.6% |
| Participant deferral / active EE | $2,657 | $5,629-52.8% | $4,939-46.2% | $5,439-51.1% |
| Admin fee / account holder | $10,790 | $16,852-36.0% | $13,881-22.3% | $10,886-0.9% |