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 | $36,452 | $183,516-80.1% | $155,534-76.6% | $145,884-75.0% |
| Participation rate | 78.3% | 82.7%-4.4pp | 78.2%0pp | 80.3%-2.0pp |
| Annual return | 16.39% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,150 | $5,315-78.4% | $4,675-75.4% | $4,662-75.3% |
| Participant deferral / active EE | $2,353 | $6,467-63.6% | $5,630-58.2% | $6,690-64.8% |
| Admin fee / account holder | $2,472 | $19,293-87.2% | $15,900-84.5% | $13,392-81.5% |