Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,368 | $175,259-82.7% | $149,723-79.7% | $139,487-78.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 24.03% | 166.82%-142.8pp | 134.50%-110.5pp | 373.84%-349.8pp |
| Employer contribution / active EE | $2,795 | $5,478-49.0% | $4,821-42.0% | $4,755-41.2% |
| Participant deferral / active EE | $7,583 | $6,522+16.3% | $5,682+33.4% | $6,713+13.0% |
| Admin fee / account holder | $3,997 | $16,158-75.3% | $13,215-69.8% | $11,407-65.0% |