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 | $59,163 | $63,346-6.6% | $92,240-35.9% | $70,126-15.6% |
| Participation rate | 83.9% | 68.7%+15.2pp | 76.5%+7.4pp | 69.5%+14.3pp |
| Annual return | 18.39% | 530.19%-511.8pp | 176.29%-157.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $2,408 | $2,471-2.6% | $3,680-34.6% | $2,343+2.8% |
| Participant deferral / active EE | $3,227 | $2,854+13.1% | $3,897-17.2% | $3,332-3.1% |
| Admin fee / account holder | $527 | $3,841-86.3% | $5,194-89.9% | $4,645-88.7% |