Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $65,570 | $165,399-60.4% | $149,745-56.2% | $158,982-58.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.27% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.7pp |
| Employer contribution / active EE | $2,938 | $5,105-42.4% | $4,646-36.8% | $4,763-38.3% |
| Participant deferral / active EE | $5,861 | $7,183-18.4% | $6,843-14.3% | $5,983-2.0% |
| Admin fee / account holder | $1,782 | $10,811-83.5% | $9,312-80.9% | $11,252-84.2% |