Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,901 | $169,361-79.4% | $129,397-73.0% | $145,877-76.1% |
| Participation rate | 90.5% | 76.5%+14.0pp | 69.6%+20.9pp | 80.3%+10.2pp |
| Annual return | 26.77% | 14395.54%-14368.8pp | 9453.98%-9427.2pp | 551.28%-524.5pp |
| Employer contribution / active EE | $3,320 | $5,542-40.1% | $4,154-20.1% | $4,663-28.8% |
| Participant deferral / active EE | $5,764 | $4,987+15.6% | $4,167+38.3% | $6,691-13.8% |
| Admin fee / account holder | $900 | $9,903-90.9% | $7,679-88.3% | $13,402-93.3% |