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 | $109,339 | $197,603-44.7% | $177,827-38.5% | $158,950-31.2% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.7%-11.2pp | 82.0%-5.5pp |
| Annual return | 19.45% | 58.76%-39.3pp | 48.32%-28.9pp | 302.91%-283.5pp |
| Employer contribution / active EE | $4,035 | $6,698-39.8% | $5,918-31.8% | $4,762-15.3% |
| Participant deferral / active EE | $7,428 | $8,404-11.6% | $7,713-3.7% | $5,983+24.2% |
| Admin fee / account holder | $762 | $15,402-95.1% | $12,429-93.9% | $11,248-93.2% |