Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,425 | $165,361-65.3% | $149,715-61.6% | $158,950-63.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.04% | 348.24%-335.2pp | 276.66%-263.6pp | 302.91%-289.9pp |
| Employer contribution / active EE | $2,102 | $5,103-58.8% | $4,645-54.7% | $4,762-55.9% |
| Participant deferral / active EE | $7,375 | $7,182+2.7% | $6,842+7.8% | $5,983+23.3% |
| Admin fee / account holder | $2,365 | $10,808-78.1% | $9,310-74.6% | $11,248-79.0% |