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 | $67,666 | $152,592-55.7% | $125,180-45.9% | $152,885-55.7% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.5%+8.5pp |
| Annual return | 22.00% | 54.84%-32.8pp | 43.79%-21.8pp | 345.39%-323.4pp |
| Employer contribution / active EE | $2,001 | $4,947-59.6% | $3,866-48.2% | $4,763-58.0% |
| Participant deferral / active EE | $3,526 | $5,868-39.9% | $4,937-28.6% | $5,851-39.7% |
| Admin fee / account holder | $434 | $13,435-96.8% | $9,703-95.5% | $11,598-96.3% |