Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,809 | $183,539-75.6% | $155,556-71.2% | $145,897-69.3% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 17.10% | 61.31%-44.2pp | 64.84%-47.7pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,238 | $5,315-57.9% | $4,675-52.1% | $4,663-52.0% |
| Participant deferral / active EE | $2,850 | $6,467-55.9% | $5,631-49.4% | $6,689-57.4% |
| Admin fee / account holder | $456 | $19,275-97.6% | $15,885-97.1% | $13,390-96.6% |