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 | $52,987 | $227,399-76.7% | $189,758-72.1% | $198,609-73.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 79.8%+11.9pp | 82.4%+9.3pp |
| Annual return | 12.03% | 61.03%-49.0pp | 52.62%-40.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $2,573 | $5,526-53.4% | $4,767-46.0% | $5,055-49.1% |
| Participant deferral / active EE | $6,644 | $6,837-2.8% | $5,856+13.5% | $6,977-4.8% |
| Admin fee / account holder | $583 | $25,162-97.7% | $20,388-97.1% | $19,030-96.9% |