Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,668 | $183,592-74.0% | $155,574-69.4% | $145,877-67.3% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 14.36% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,232 | $5,317-76.8% | $4,676-73.7% | $4,663-73.6% |
| Participant deferral / active EE | $6,847 | $6,466+5.9% | $5,629+21.6% | $6,691+2.3% |
| Admin fee / account holder | $9,069 | $19,316-53.0% | $15,914-43.0% | $13,402-32.3% |