Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,044 | $148,629-70.4% | $135,982-67.6% | $139,487-68.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.23% | 79.33%-61.1pp | 68.32%-50.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $2,204 | $5,247-58.0% | $4,859-54.6% | $4,755-53.7% |
| Participant deferral / active EE | $2,902 | $8,102-64.2% | $7,760-62.6% | $6,713-56.8% |
| Admin fee / account holder | $993 | $12,406-92.0% | $10,767-90.8% | $11,407-91.3% |