Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $54,156 | $70,366-23.0% | $66,674-18.8% | $138,895-61.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 19.24% | 386.41%-367.2pp | 321.24%-302.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,996 | $2,765+8.3% | $2,620+14.3% | $4,194-28.6% |
| Participant deferral / active EE | $6,696 | $4,374+53.1% | $4,084+63.9% | $6,396+4.7% |
| Admin fee / account holder | $1,037 | $5,262-80.3% | $5,098-79.7% | $12,562-91.7% |