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 | $33,420 | $175,259-80.9% | $149,723-77.7% | $139,487-76.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 17.74% | 166.82%-149.1pp | 134.50%-116.8pp | 373.84%-356.1pp |
| Employer contribution / active EE | $1,528 | $5,478-72.1% | $4,821-68.3% | $4,755-67.9% |
| Participant deferral / active EE | $5,929 | $6,522-9.1% | $5,682+4.3% | $6,713-11.7% |
| Admin fee / account holder | $1,064 | $16,158-93.4% | $13,215-91.9% | $11,407-90.7% |