Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,477 | $132,099-77.7% | $115,599-74.5% | $138,895-78.8% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.3%+21.4pp | 79.9%+15.7pp |
| Annual return | 11.34% | 176.76%-165.4pp | 111.10%-99.8pp | 145.39%-134.1pp |
| Employer contribution / active EE | $3,342 | $3,416-2.2% | $2,955+13.1% | $4,194-20.3% |
| Participant deferral / active EE | $3,535 | $5,617-37.1% | $4,889-27.7% | $6,396-44.7% |
| Admin fee / account holder | $5,465 | $15,650-65.1% | $12,841-57.4% | $12,562-56.5% |