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 | $48,900 | $132,634-63.1% | $115,768-57.8% | $137,256-64.4% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.4%+3.4pp | 80.0%-2.2pp |
| Annual return | 17.35% | 160.70%-143.4pp | 100.46%-83.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $4,272 | $3,360+27.2% | $2,940+45.3% | $4,156+2.8% |
| Participant deferral / active EE | $3,638 | $5,619-35.3% | $4,917-26.0% | $6,407-43.2% |
| Admin fee / account holder | $1,280 | $15,028-91.5% | $12,439-89.7% | $12,270-89.6% |