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 | $67,080 | $176,105-61.9% | $159,474-57.9% | $167,536-60.0% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 14.84% | 331.91%-317.1pp | 263.68%-248.8pp | 478.82%-464.0pp |
| Employer contribution / active EE | $3,836 | $5,299-27.6% | $4,831-20.6% | $4,839-20.7% |
| Participant deferral / active EE | $10,305 | $7,751+33.0% | $7,353+40.1% | $6,342+62.5% |
| Admin fee / account holder | $8,590 | $12,559-31.6% | $10,802-20.5% | $12,315-30.2% |