Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,658 | $148,582-62.5% | $135,942-59.1% | $139,456-60.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 31.84% | 79.26%-47.4pp | 68.28%-36.4pp | 373.45%-341.6pp |
| Employer contribution / active EE | $2,689 | $5,245-48.7% | $4,858-44.6% | $4,753-43.4% |
| Participant deferral / active EE | $7,942 | $8,101-2.0% | $7,759+2.4% | $6,711+18.3% |
| Admin fee / account holder | $4,221 | $12,402-66.0% | $10,764-60.8% | $11,407-63.0% |