Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,424 | $104,953-77.7% | $84,637-72.3% | $152,909-84.7% |
| Participation rate | 81.8% | 74.8%+7.0pp | 68.2%+13.6pp | 82.5%-0.6pp |
| Annual return | 16.10% | 373.94%-357.8pp | 258.82%-242.7pp | 345.46%-329.4pp |
| Employer contribution / active EE | $3,607 | $3,304+9.2% | $2,653+36.0% | $4,764-24.3% |
| Participant deferral / active EE | $3,623 | $4,691-22.8% | $3,900-7.1% | $5,851-38.1% |
| Admin fee / account holder | $1,435 | $6,244-77.0% | $4,914-70.8% | $11,601-87.6% |