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 | $30,245 | $217,427-86.1% | $185,837-83.7% | $167,518-81.9% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 15.87% | 148.39%-132.5pp | 122.08%-106.2pp | 478.71%-462.8pp |
| Employer contribution / active EE | $1,407 | $5,874-76.0% | $5,168-72.8% | $4,838-70.9% |
| Participant deferral / active EE | $4,679 | $6,357-26.4% | $5,568-16.0% | $6,342-26.2% |
| Admin fee / account holder | $774 | $19,816-96.1% | $16,241-95.2% | $12,312-93.7% |