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 | $42,736 | $175,231-75.6% | $149,696-71.5% | $139,466-69.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 25.88% | 166.77%-140.9pp | 134.46%-108.6pp | 373.66%-347.8pp |
| Employer contribution / active EE | $2,777 | $5,478-49.3% | $4,821-42.4% | $4,754-41.6% |
| Participant deferral / active EE | $6,910 | $6,521+6.0% | $5,682+21.6% | $6,712+3.0% |
| Admin fee / account holder | $881 | $16,155-94.5% | $13,212-93.3% | $11,409-92.3% |