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 | $72,779 | $102,385-28.9% | $147,080-50.5% | $80,935-10.1% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+30.0pp |
| Annual return | 12.44% | 135.09%-122.7pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,920 | $3,717-21.4% | $4,933-40.8% | $2,757+5.9% |
| Participant deferral / active EE | $5,885 | $6,651-11.5% | $8,066-27.0% | $4,299+36.9% |
| Admin fee / account holder | $1,102 | $7,951-86.1% | $12,989-91.5% | $6,924-84.1% |