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 | $78,276 | $172,111-54.5% | $150,298-47.9% | $137,256-43.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.24% | 69.37%-57.1pp | 62.79%-50.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,256 | $4,636+34.9% | $4,154+50.6% | $4,156+50.5% |
| Participant deferral / active EE | $7,728 | $6,166+25.3% | $5,453+41.7% | $6,407+20.6% |
| Admin fee / account holder | $10,633 | $16,471-35.4% | $14,116-24.7% | $12,270-13.3% |