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 | $66,778 | $109,411-39.0% | $89,435-25.3% | $158,982-58.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 29.97% | 345.68%-315.7pp | 245.55%-215.6pp | 302.99%-273.0pp |
| Employer contribution / active EE | $1,924 | $3,173-39.3% | $2,587-25.6% | $4,763-59.6% |
| Participant deferral / active EE | $3,333 | $4,600-27.6% | $3,890-14.3% | $5,983-44.3% |
| Admin fee / account holder | $663 | $6,159-89.2% | $4,884-86.4% | $11,252-94.1% |