Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $40,892 | $209,425-80.5% | $178,499-77.1% | $158,966-74.3% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 8.79% | 188.80%-180.0pp | 151.10%-142.3pp | 302.95%-294.2pp |
| Employer contribution / active EE | $2,100 | $5,707-63.2% | $5,011-58.1% | $4,762-55.9% |
| Participant deferral / active EE | $4,758 | $5,955-20.1% | $5,202-8.5% | $5,983-20.5% |
| Admin fee / account holder | $6,239 | $17,078-63.5% | $13,986-55.4% | $11,250-44.5% |