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 | $65,758 | $198,457-66.9% | $170,435-61.4% | $147,586-55.4% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 18.89% | 257.30%-238.4pp | 205.94%-187.1pp | 578.59%-559.7pp |
| Employer contribution / active EE | $3,744 | $6,183-39.4% | $5,432-31.1% | $4,876-23.2% |
| Participant deferral / active EE | $2,696 | $5,629-52.1% | $4,939-45.4% | $5,439-50.4% |
| Admin fee / account holder | $12,455 | $16,852-26.1% | $13,881-10.3% | $10,886+14.4% |