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 | $47,083 | $70,366-33.1% | $66,674-29.4% | $138,895-66.1% |
| Participation rate | 95.8% | 76.2%+19.7pp | 73.7%+22.2pp | 79.9%+15.9pp |
| Annual return | 17.50% | 386.41%-368.9pp | 321.24%-303.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,034 | $2,765+9.7% | $2,620+15.8% | $4,194-27.7% |
| Participant deferral / active EE | $5,862 | $4,374+34.0% | $4,084+43.5% | $6,396-8.3% |
| Admin fee / account holder | $3,104 | $5,262-41.0% | $5,098-39.1% | $12,562-75.3% |