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 | $40,769 | $176,105-76.8% | $159,474-74.4% | $167,536-75.7% |
| Participation rate | 78.6% | 85.0%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 14.12% | 331.91%-317.8pp | 263.68%-249.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $973 | $5,299-81.6% | $4,831-79.8% | $4,839-79.9% |
| Participant deferral / active EE | $4,133 | $7,751-46.7% | $7,353-43.8% | $6,342-34.8% |
| Admin fee / account holder | $832 | $12,559-93.4% | $10,802-92.3% | $12,315-93.2% |