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 | $50,805 | $84,741-40.0% | $75,731-32.9% | $167,553-69.7% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.8%+4.1pp | 82.1%-3.2pp |
| Annual return | 16.08% | 199.72%-183.6pp | 104.65%-88.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $3,476 | $3,230+7.6% | $2,743+26.7% | $4,840-28.2% |
| Participant deferral / active EE | $6,813 | $4,577+48.8% | $3,820+78.4% | $6,343+7.4% |
| Admin fee / account holder | $2,666 | $5,361-50.3% | $3,620-26.4% | $12,316-78.4% |