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 | $38,738 | $157,296-75.4% | $141,191-72.6% | $152,897-74.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.67% | 64.34%-43.7pp | 71.41%-50.7pp | 345.43%-324.8pp |
| Employer contribution / active EE | $2,418 | $5,262-54.0% | $4,736-48.9% | $4,764-49.2% |
| Participant deferral / active EE | $3,131 | $7,111-56.0% | $6,710-53.3% | $5,851-46.5% |
| Admin fee / account holder | $3,078 | $12,125-74.6% | $10,264-70.0% | $11,599-73.5% |