Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $59,852 | $148,558-59.7% | $135,925-56.0% | $139,427-57.1% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 24.13% | 79.22%-55.1pp | 68.25%-44.1pp | 373.27%-349.1pp |
| Employer contribution / active EE | $2,926 | $5,244-44.2% | $4,857-39.8% | $4,752-38.4% |
| Participant deferral / active EE | $6,313 | $8,101-22.1% | $7,759-18.6% | $6,711-5.9% |
| Admin fee / account holder | $5,780 | $12,401-53.4% | $10,764-46.3% | $11,404-49.3% |