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 | $76,207 | $125,237-39.2% | $105,608-27.8% | $145,877-47.8% |
| Participation rate | 93.8% | 77.7%+16.1pp | 75.3%+18.5pp | 80.3%+13.4pp |
| Annual return | 14.80% | 225.76%-211.0pp | 116.50%-101.7pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,926 | $3,720-48.2% | $3,167-39.2% | $4,663-58.7% |
| Participant deferral / active EE | $6,751 | $5,711+18.2% | $5,010+34.8% | $6,691+0.9% |
| Admin fee / account holder | $10,919 | $17,287-36.8% | $11,028-1.0% | $13,402-18.5% |