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 | $64,169 | $165,399-61.2% | $149,745-57.1% | $158,982-59.6% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 19.02% | 348.34%-329.3pp | 276.72%-257.7pp | 302.99%-284.0pp |
| Employer contribution / active EE | $1,594 | $5,105-68.8% | $4,646-65.7% | $4,763-66.5% |
| Participant deferral / active EE | $3,198 | $7,183-55.5% | $6,843-53.3% | $5,983-46.6% |
| Admin fee / account holder | $1,990 | $10,811-81.6% | $9,312-78.6% | $11,252-82.3% |