Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $56,331 | $171,492-67.2% | $150,734-62.6% | $198,609-71.6% |
| Participation rate | 81.8% | 81.4%+0.4pp | 78.4%+3.4pp | 82.4%-0.6pp |
| Annual return | 19.21% | 804.70%-785.5pp | 600.81%-581.6pp | 202.70%-183.5pp |
| Employer contribution / active EE | $2,561 | $5,470-53.2% | $4,918-47.9% | $5,055-49.3% |
| Participant deferral / active EE | $7,904 | $6,259+26.3% | $5,610+40.9% | $6,977+13.3% |
| Admin fee / account holder | $17,505 | $17,628-0.7% | $14,905+17.4% | $19,030-8.0% |