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 | $59,655 | $165,361-63.9% | $149,715-60.2% | $158,950-62.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 12.72% | 348.24%-335.5pp | 276.66%-263.9pp | 302.91%-290.2pp |
| Employer contribution / active EE | $2,275 | $5,103-55.4% | $4,645-51.0% | $4,762-52.2% |
| Participant deferral / active EE | $5,331 | $7,182-25.8% | $6,842-22.1% | $5,983-10.9% |
| Admin fee / account holder | $10,452 | $10,808-3.3% | $9,310+12.3% | $11,248-7.1% |