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 | $81,050 | $208,088-61.1% | $186,193-56.5% | $154,746-47.6% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 14.48% | 89.97%-75.5pp | 78.03%-63.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,853 | $4,340-57.3% | $3,918-52.7% | $4,379-57.7% |
| Participant deferral / active EE | $4,507 | $7,078-36.3% | $6,513-30.8% | $6,730-33.0% |
| Admin fee / account holder | $7,144 | $11,698-38.9% | $11,058-35.4% | $14,365-50.3% |