Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $56,975 | $111,878-49.1% | $93,727-39.2% | $145,897-60.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 17.57% | 204.28%-186.7pp | 133.83%-116.3pp | 552.29%-534.7pp |
| Employer contribution / active EE | $1,890 | $3,092-38.9% | $2,421-22.0% | $4,663-59.5% |
| Participant deferral / active EE | $5,846 | $4,920+18.8% | $4,417+32.4% | $6,689-12.6% |
| Admin fee / account holder | $592 | $10,256-94.2% | $8,292-92.9% | $13,390-95.6% |