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 | $40,251 | $162,136-75.2% | $152,301-73.6% | $154,746-74.0% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 30.76% | 91.02%-60.3pp | 80.50%-49.7pp | 172.34%-141.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,231 | $8,341+22.7% | $8,004+27.8% | $6,730+52.0% |
| Admin fee / account holder | $2,930 | $15,759-81.4% | $14,398-79.6% | $14,365-79.6% |