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 | $58,263 | $148,623-60.8% | $135,974-57.2% | $139,466-58.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 31.90% | 79.30%-47.4pp | 68.30%-36.4pp | 373.66%-341.8pp |
| Employer contribution / active EE | $14,172 | $5,246+170.1% | $4,859+191.7% | $4,754+198.1% |
| Participant deferral / active EE | $17,118 | $8,103+111.3% | $7,760+120.6% | $6,712+155.0% |
| Admin fee / account holder | $2,542 | $12,406-79.5% | $10,767-76.4% | $11,409-77.7% |