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 | $81,181 | $134,817-39.8% | $123,973-34.5% | $155,188-47.7% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.7%+1.1pp | 80.8%-3.0pp |
| Annual return | 14.92% | 515.49%-500.6pp | 388.13%-373.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $3,889 | $4,425-12.1% | $4,126-5.7% | $4,248-8.4% |
| Participant deferral / active EE | $3,653 | $5,706-36.0% | $5,247-30.4% | $6,531-44.1% |
| Admin fee / account holder | $807 | $13,245-93.9% | $11,799-93.2% | $14,480-94.4% |