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 | $56,313 | $176,105-68.0% | $159,474-64.7% | $167,536-66.4% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 11.52% | 331.91%-320.4pp | 263.68%-252.2pp | 478.82%-467.3pp |
| Employer contribution / active EE | $13,765 | $5,299+159.8% | $4,831+184.9% | $4,839+184.4% |
| Participant deferral / active EE | $3,755 | $7,751-51.6% | $7,353-48.9% | $6,342-40.8% |
| Admin fee / account holder | $1,903 | $12,559-84.9% | $10,802-82.4% | $12,315-84.5% |