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 | $58,687 | $198,462-70.4% | $170,439-65.6% | $147,585-60.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 17.82% | 257.30%-239.5pp | 205.94%-188.1pp | 578.58%-560.8pp |
| Employer contribution / active EE | $2,804 | $6,184-54.7% | $5,433-48.4% | $4,876-42.5% |
| Participant deferral / active EE | $4,753 | $5,629-15.6% | $4,939-3.8% | $5,439-12.6% |
| Admin fee / account holder | $520 | $16,852-96.9% | $13,881-96.3% | $10,886-95.2% |