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 | $29,881 | $180,459-83.4% | $154,108-80.6% | $135,380-77.9% |
| Participation rate | 82.6% | 87.4%-4.8pp | 83.0%-0.4pp | 82.6%0pp |
| Annual return | 19.78% | 888.21%-868.4pp | 735.21%-715.4pp | 519.81%-500.0pp |
| Employer contribution / active EE | $2,876 | $6,035-52.4% | $5,298-45.7% | $4,779-39.8% |
| Participant deferral / active EE | $2,359 | $5,806-59.4% | $5,081-53.6% | $5,609-57.9% |
| Admin fee / account holder | $1,201 | $16,145-92.6% | $13,411-91.0% | $10,828-88.9% |