Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,014 | $111,830-59.7% | $93,696-52.0% | $145,884-69.1% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 26.27% | 204.08%-177.8pp | 133.74%-107.5pp | 551.85%-525.6pp |
| Employer contribution / active EE | $2,239 | $3,093-27.6% | $2,422-7.5% | $4,662-52.0% |
| Participant deferral / active EE | $7,539 | $4,920+53.2% | $4,417+70.7% | $6,690+12.7% |
| Admin fee / account holder | $5,622 | $10,249-45.1% | $8,287-32.2% | $13,392-58.0% |