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 | $40,738 | $183,539-77.8% | $155,556-73.8% | $145,897-72.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 13.01% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,554 | $5,315-51.9% | $4,675-45.4% | $4,663-45.2% |
| Participant deferral / active EE | $3,827 | $6,467-40.8% | $5,631-32.0% | $6,689-42.8% |
| Admin fee / account holder | $589 | $19,275-96.9% | $15,885-96.3% | $13,390-95.6% |