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 | $55,241 | $72,071-23.4% | $68,368-19.2% | $137,256-59.8% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 15.93% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $861 | $2,788-69.1% | $2,649-67.5% | $4,156-79.3% |
| Participant deferral / active EE | $3,671 | $4,410-16.8% | $4,123-11.0% | $6,407-42.7% |
| Admin fee / account holder | $1,030 | $5,336-80.7% | $5,150-80.0% | $12,270-91.6% |