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 | $35,980 | $157,296-77.1% | $141,191-74.5% | $152,897-76.5% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.5%+7.0pp |
| Annual return | 21.41% | 64.34%-42.9pp | 71.41%-50.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $1,969 | $5,262-62.6% | $4,736-58.4% | $4,764-58.7% |
| Participant deferral / active EE | $4,826 | $7,111-32.1% | $6,710-28.1% | $5,851-17.5% |
| Admin fee / account holder | $1,535 | $12,125-87.3% | $10,264-85.0% | $11,599-86.8% |