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 | $58,150 | $160,059-63.7% | $140,019-58.5% | $135,379-57.0% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | 0.47% | 911.44%-911.0pp | 651.15%-650.7pp | 519.79%-519.3pp |
| Employer contribution / active EE | $3,120 | $6,420-51.4% | $5,605-44.3% | $4,779-34.7% |
| Participant deferral / active EE | $4,521 | $7,641-40.8% | $6,927-34.7% | $5,609-19.4% |
| Admin fee / account holder | $1,260 | $13,328-90.5% | $10,705-88.2% | $10,828-88.4% |