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 | $58,423 | $202,463-71.1% | $169,397-65.5% | $139,487-58.1% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.2%+0.6pp | 80.3%-2.6pp |
| Annual return | 20.19% | 532.64%-512.5pp | 406.23%-386.0pp | 373.84%-353.7pp |
| Employer contribution / active EE | $2,281 | $4,694-51.4% | $4,013-43.2% | $4,755-52.0% |
| Participant deferral / active EE | $8,173 | $6,941+17.7% | $6,223+31.3% | $6,713+21.7% |
| Admin fee / account holder | $2,859 | $10,726-73.3% | $9,017-68.3% | $11,407-74.9% |