Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,995 | $121,656-70.4% | $104,614-65.6% | $158,950-77.4% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 26.89% | 465.51%-438.6pp | 340.56%-313.7pp | 302.91%-276.0pp |
| Employer contribution / active EE | $3,170 | $3,164+0.2% | $2,681+18.2% | $4,762-33.4% |
| Participant deferral / active EE | $7,462 | $4,177+78.6% | $3,739+99.6% | $5,983+24.7% |
| Admin fee / account holder | $710 | $7,775-90.9% | $6,464-89.0% | $11,248-93.7% |