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 | $106,939 | $183,592-41.8% | $155,567-31.3% | $145,959-26.7% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 11.94% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,538 | $5,315-52.2% | $4,674-45.7% | $4,661-45.5% |
| Participant deferral / active EE | $4,446 | $6,464-31.2% | $5,628-21.0% | $6,689-33.5% |
| Admin fee / account holder | $2,859 | $19,318-85.2% | $15,916-82.0% | $13,398-78.7% |