Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $32,618 | $111,535-70.8% | $105,223-69.0% | $137,256-76.2% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.0%+20.2pp | 80.0%+15.3pp |
| Annual return | 19.73% | 237.85%-218.1pp | 180.65%-160.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $5,172 | $3,939+31.3% | $3,689+40.2% | $4,156+24.4% |
| Participant deferral / active EE | $2,875 | $5,500-47.7% | $5,072-43.3% | $6,407-55.1% |
| Admin fee / account holder | $309 | $9,721-96.8% | $8,859-96.5% | $12,270-97.5% |