Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $69,716 | $165,399-57.8% | $149,745-53.4% | $158,982-56.1% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 20.32% | 348.34%-328.0pp | 276.72%-256.4pp | 302.99%-282.7pp |
| Employer contribution / active EE | $1,931 | $5,105-62.2% | $4,646-58.4% | $4,763-59.5% |
| Participant deferral / active EE | $6,143 | $7,183-14.5% | $6,843-10.2% | $5,983+2.7% |
| Admin fee / account holder | $8,694 | $10,811-19.6% | $9,312-6.6% | $11,252-22.7% |