Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,806 | $209,425-83.9% | $178,499-81.1% | $158,966-78.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 16.48% | 188.80%-172.3pp | 151.10%-134.6pp | 302.95%-286.5pp |
| Employer contribution / active EE | $4,954 | $5,707-13.2% | $5,011-1.1% | $4,762+4.0% |
| Participant deferral / active EE | $2,986 | $5,955-49.9% | $5,202-42.6% | $5,983-50.1% |
| Admin fee / account holder | $674 | $17,078-96.1% | $13,986-95.2% | $11,250-94.0% |