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 | $42,564 | $105,158-59.5% | $94,672-55.0% | $139,487-69.5% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 24.90% | 38.11%-13.2pp | 156.89%-132.0pp | 373.84%-348.9pp |
| Employer contribution / active EE | $3,011 | $4,107-26.7% | $3,673-18.0% | $4,755-36.7% |
| Participant deferral / active EE | $9,704 | $7,599+27.7% | $7,417+30.8% | $6,713+44.6% |
| Admin fee / account holder | $859 | $8,972-90.4% | $7,222-88.1% | $11,407-92.5% |