Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,535 | $102,595-70.2% | $94,057-67.5% | $154,746-80.3% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 80.7%+7.5pp |
| Annual return | 13.61% | 583.42%-569.8pp | 480.62%-467.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,986 | $3,147+26.7% | $2,933+35.9% | $4,379-9.0% |
| Participant deferral / active EE | $3,725 | $5,118-27.2% | $4,709-20.9% | $6,730-44.6% |
| Admin fee / account holder | $7,488 | $7,736-3.2% | $7,244+3.4% | $14,365-47.9% |