Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,749 | $165,361-72.3% | $149,715-69.4% | $158,950-71.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 19.95% | 348.24%-328.3pp | 276.66%-256.7pp | 302.91%-283.0pp |
| Employer contribution / active EE | $2,217 | $5,103-56.6% | $4,645-52.3% | $4,762-53.4% |
| Participant deferral / active EE | $6,079 | $7,182-15.4% | $6,842-11.2% | $5,983+1.6% |
| Admin fee / account holder | $591 | $10,808-94.5% | $9,310-93.6% | $11,248-94.7% |