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 | $59,542 | $102,595-42.0% | $94,057-36.7% | $154,746-61.5% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 17.91% | 583.42%-565.5pp | 480.62%-462.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,446 | $3,147-22.3% | $2,933-16.6% | $4,379-44.1% |
| Participant deferral / active EE | $3,716 | $5,118-27.4% | $4,709-21.1% | $6,730-44.8% |
| Admin fee / account holder | $20,878 | $7,736+169.9% | $7,244+188.2% | $14,365+45.3% |