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 | $80,977 | $144,130-43.8% | $117,861-31.3% | $147,586-45.1% |
| Participation rate | 70.8% | 83.4%-12.6pp | 79.7%-8.8pp | 82.8%-12.0pp |
| Annual return | 14.55% | 531.20%-516.6pp | 335.11%-320.6pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,786 | $4,897-63.5% | $3,786-52.8% | $4,876-63.4% |
| Participant deferral / active EE | $3,133 | $5,316-41.1% | $4,482-30.1% | $5,439-42.4% |
| Admin fee / account holder | $744 | $10,887-93.2% | $8,021-90.7% | $10,886-93.2% |