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 | $42,476 | $111,535-61.9% | $105,223-59.6% | $137,256-69.1% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 14.76% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,486 | $3,939-36.9% | $3,689-32.6% | $4,156-40.2% |
| Participant deferral / active EE | $5,566 | $5,500+1.2% | $5,072+9.8% | $6,407-13.1% |
| Admin fee / account holder | $3,135 | $9,721-67.8% | $8,859-64.6% | $12,270-74.5% |